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ActionPath identifies the financial areas affecting your FHR, recommends improvement strategies with industry benchmarks, projects FHR impact, and lets you share the plan with clients

Introducing ActionPath

How to configure your ActionPath, from goals through to projected FHR

How to Use ActionPath

Drafting and editing an ActionPath before publishing

Drafting & Publishing Your ActionPath

ActionPath Sharing lets Essential and Pro tier members give clients controlled, revocable access to their financial improvement plan — proactively, or in response to a client request

ActionPath Sharing

Understanding what your client is asking for when they request an ActionPath vs. an FHR

How ActionPath Requests Differ From FHR Requests

ActionPath requests are triggered automatically when your FHR drops more than 15 points or falls below 42, or manually by your client. Here's what happens next

Why Your Client Requested Your ActionPath

How ActionPath calculates your projected FHR for each strategy and how strategies compound when combined

How ActionPath Models the FHR Projection

Creating an ActionPath builds the plan for improving your FHR — but your actual rating only moves when you submit new financials and your rating is reassessed

Projected FHR vs Actual FHR

Eamonn Mannion

Lucas Lindenlaub

Build a plan to improve your FHR and share it with clients

ActionPath

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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