Demo: Holistiplan and fpPathfinder Integration

Take advantage of the fpPathfinder and Holistiplan integration. With this integration, fpPathfinder saves you time researching planning observations by providing the link to the fpPathfinder guide(s) within Holistiplan. No more guessing what the next step in your conversation should be!

For example: Rusty on the rules? We get it, they are always changing! Try this:

• Refamiliarize yourself with new tax laws and changes. For example, take a look at the TCJA Summary Guide to stay up to date on the sunset happening after 2025.
• The Age Reminder Digest tool in Holistiplan helps you stay updated on noteworthy events happening for your clients. Pair with fpPathfinder’s Important Milestones guide to brush up on the rules when life events happen - they always do!

Click Play to get started: