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fpPathfinder Integration Guide
Holistiplan's integration with fpPathfinder
Holistiplan users who are also subscribers to fpPathfinder can enable an integration between the two programs to view fpPathfinder articles relevant to observations within Holistiplan's Tax Report, Scenario Recipes, and Age Reminders.
Please note: Users will need to enter their fpPathfinder credentials when clicking the fpPathfinder logo links within Holistiplan, although your browser should keep your fpPathinder session active to prevent needing to log in repeatedly.
A Firm Admin within your subscription will need to navigate to Settings > Integrations, then flip the toggle to "enabled" to activate the integration. Once enabled, this integration will be viewable by all user's firm wide.
