Asset-Map And fpPathfinder Stencil Demo

The fpPathfinder Stencil applies Asset-Map financial tiles representing client conversation topics about the financials that you'd like to learn more about. In the Notes tab of each financials' edit page are financial-relevant clickable links that send you directly to fpPathfinder's comprehensive guides and tools.

This gives you the ability to:

  • Brush up on the rules, since they are always changing
  • Share relevant guides with your clients to help explain a complex topic
  • Find the next planning opportunity that can add value to the conversation

Click Play Below to review how to set up this integration:

Streamline Your Client Conversations

Related Webinars: Asset Map Partner Replays

Access The Webinars Here
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