Streamline Client Workflows: Using fpPathfinder with Wealthbox

If you love checklists and want a more personalized client experience, fpPathfinder’s integration with Wealthbox is designed to help you stay organized, streamline client workflows, and make collaboration easy. This integration keeps client information in one place, so you can focus on delivering value rather than juggling multiple tools.

What This Integration Does

• Customize interactive checklists in fpPathfinder and push them directly into Wealthbox.
• Keep client workflows organized and track progress without switching platforms.
• Automatically generate activities in Wealthbox for key checklist items, keeping client records up to date.

How to Get Started

1. Choose a topic in fpPathfinder and click the Interactive Checklist button.
2. Select your preferred Completion Method — complete it yourself or share it with clients.
3. Search for your client by name and add them to the checklist.
   • If your client isn’t in Wealthbox yet, you can add their information manually.

Useful Features

• Add notes and customize content directly within the checklist.
• Generate a shareable PDF or push the checklist into Wealthbox when ready.
• Completed notes appear at the top for easy review, keeping critical information accessible.
• Helps streamline recurring processes like client onboarding, reviews, or planning sessions.

Heads-Up

This integration is available with a Premier Membership, so make sure your plan supports it.

Additional Support

If you have questions about using the fpPathfinder-Wealthbox integration, reach out to the Membership team at membership@xyplanningnetwork.com.

Learn more about the fpPathfinder-Wealthbox Integration.

Frequently Asked Questions (FAQ)

Q: Who can use the fpPathfinder-Wealthbox integration?

A: This integration is available with a Premier Membership, so make sure your plan supports it before attempting to use it.