Leveraging fpPathfinder And Holistiplan
In this post, we wanted to dig into some discussions we have had with advisors that specifically use fpPathinder and Holistiplan.
Learn about Leveraging fpPathfinder And Holistiplan and watch the Webinar: A Partnership That Add Value To Every Client Relationship or a shorter demo on how the integration works.
If Holistiplan is already part of your tech stack, it's easy to activate the partnership. Simply take the following steps:
- Navigate to your Holistiplan Firm Administration page.
- Click on Integrations and scroll down to find fpPathfinder.
- Click on Enable fpPathfinder.
- Go back to your Firm Administration page.
- Click on the Customization link.
- Click on Age Reminders.
- Click on Enable fpPathfinder.
This integration works with any fpPathfinder membership level. Not yet an fpPathfinder member? Become A Member today!