---
title: fpPathfinder Integration Guide
description: Holistiplan's integration with fpPathfinder
---

[Skip to content](https://help.holistiplan.com/fppathfinder-integration#main-content)

English

Show submenu for translations

[More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en)

[![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://help.holistiplan.com/kb-tickets/new)

 Holistiplan Knowledge Base

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.holistiplan.com/?hsLang=en)
2. [Integrations](https://help.holistiplan.com/integrations?hsLang=en)
3. [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations)

# 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.

 

![fppathfinder](https://help.holistiplan.com/hs-fs/hubfs/fppathfinder.png?width=688&height=113&name=fppathfinder.png)

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.

![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jan-15-2025-06-52-40-6392-PM.png?width=733&height=763&name=image-png-Jan-15-2025-06-52-40-6392-PM.png)

 

- [Getting Started at Holistiplan](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#main-content)

    - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#how-to-contact-support)
    - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#ready-to-get-started)
    - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#getting-started-with-your-households)
    - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#tax-report)
    - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#scenario-analysis)
    - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#master-your-dashboard)
    - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#tips-for-new-users)
- [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content)

    - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis)
    - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis)
    - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool)
    - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer)
    - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients)
- [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content)

    - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns)
    - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information)
    - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources)
    - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins)
- [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content)

    - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report)
    - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis)
- [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en)
- [User Admin](https://help.holistiplan.com/user-admin?hsLang=en)
- [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content)

    - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq)
- [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content)

    - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing)
    - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income)
    - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies)
    - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions)
    - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation)
    - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status)
    - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max)
    - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions)
    - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions)
    - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes)
    - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations)
    - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages)
    - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq)
    - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income)
- [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en)
- [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en)
- [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en)
- [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content)

    - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics)
    - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started)
    - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information)
- [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content)

    - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on)
    - [API](https://help.holistiplan.com/integrations?hsLang=en#api)
    - [CRM Integrations](https://help.holistiplan.com/integrations?hsLang=en#crm-integrations)
    - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations)
- [Security](https://help.holistiplan.com/security?hsLang=en)
- [Tax Transcripts](https://help.holistiplan.com/tax-transcripts?hsLang=en)

Copyright © 2025, Holistiplan LLC