Overview
The fpPathfinder integration helps financial advisors provide consistent, high-quality advice through guided checklists, flowcharts, and planning visuals that make client conversations smoother and ensure no important topics are overlooked. With its integration with Wealthbox, advisors can easily access, send, and document these tools right within Wealthbox, boosting both efficiency and consistency in client interactions.
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Key Features
Seamless Access Right from Wealthbox: Open fpPathfinder tools directly within Wealthbox contact pages—no extra tabs or logins needed.
Quick-Launch Guided Checklists and Flowcharts: Start checklists and flowcharts pre-filled with your client’s details from Wealthbox, making it easy to personalize planning resources in seconds.
One-Click Document Storage: Send completed checklists or flowcharts straight to Wealthbox and automatically save them under the client’s contact record for a clear audit trail.
- Intentional, Accurate Syncing: Keep your records precise with on-demand data syncing. fpPathfinder only pushes information to Wealthbox when you choose to send it, using reliable contact matching by email or full name to ensure the right details go to the right place.
How to Enable the Integration
Log in to your Wealthbox account.
Click the three-dot menu in the top-right corner of the screen.
Select “Applications” from the dropdown menu.
Scroll through the list to find fpPathfinder.
Click “Settings” next to fpPathfinder.
Click the green “Connect fpPathfinder” button to enable the integration.
How Does the fpPathfinder Integration Work?
Once you connect the fpPathfinder integration in Wealthbox, you can easily share client-specific planning tools between the two platforms. Inside fpPathfinder, you can select a Wealthbox contact to link with a checklist or flowchart, making it simple to customize planning resources for each client. When you finish a document, you can send it directly to the chosen contact in Wealthbox. It will appear in their activity stream for easy tracking and reference.Â
The integration matches contacts using either their email address or full name. It also uses an on-demand syncing model, so data is only pushed from fpPathfinder to Wealthbox when you initiate the action. This ensures updates are intentional, accurate, and always under your control.
Troubleshooting & FAQs
Q: Why can’t I see Wealthbox in my fpPathfinder account?
A: Make sure your fpPathfinder subscription level includes integration access. You may need to contact their support to upgrade.
Q: My contacts aren’t showing up in fpPathfinder.
A: fpPathfinder fetches Wealthbox contacts via email or full name match. Ensure the contact you’re selecting exists in Wealthbox with matching information.
Q: Can I send a checklist from Wealthbox to fpPathfinder?
A: Currently, the integration allows data to flow from fpPathfinder to Wealthbox, not the other way around.
Q: Do I need admin access to connect the integration?
A: No, each user can connect their own fpPathfinder account to Wealthbox without admin assistance.
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