The numbers of rules, regulations, checklists and tasks Financial Professionals need to be aware of are vast and ever changing. fpPathfinder helps to overcome these hurdles. Together with Asset-Map you have a top notch practice management and client engagement system. Learn more here:

fpPathfinder + Asset-Map

While on an Asset-Map, open the stencil application tool and click the Public Library tab. Search for the fpPathfinder stencil. You may preview the stencil's tile by clicking the preview icon on the right.

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.

Tags: fpPathfinder, pathfinder, documents, compliance, stencil, links, notes

10/2024