We have teamed up with the great friends at fpPathfinder.

To use the fpPathfinder tools from within Asset-Map you must first have the Asset-Map Support team upload the fpPathfinder Stencil into your Asset-Map book of Business.

Request your fpPathfinder Stencil 👉here. While you're there, feel free to order other Stencils to load into your book. They're free!

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 lists and tools.

9/2023