Demo: Asset-Map And fpPathfinder Stencil

The fpPathfinder Stencil adds Asset-Map financial tiles that highlight client financial topics you may want to explore further.

Within the Notes tab of each financial tile’s edit page, you’ll find clickable, financial-relevant links that take 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:

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Related Webinars: Asset Map Partner Replays

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