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: 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!

Watch the quick two-minute video below to learn how to integrate the two platforms and where to find our guides within Holistiplan.

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