NEW! Share Link Options

Members have asked fpPathfinder for a feature that allows them to remove checklist questions. Because we are as deliberate as our members are diligent, we carefully evaluated the request to develop a solution that balances advisor needs while maintaining checklist process integrity. As a result, we are excited to offer Premier fpPathfinder members exclusive access to Share Link Options, including the original request and bonus customization. Watch the below video to see how the Share Link Options can tailor your client's view of the Interactive Checklists making your conversations more meaningful. (Launching February 3, 2022)