Audience
Financial-advisory firms and wealth-management professionals searching for a tool to deliver holistic, document-driven planning across tax, estate and insurance domains and scale advisory services
About FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.
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Pricing
Starting Price:
$1,125 per month
Company Information
FP Alpha
Founded: 2018
United States
fpalpha.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
FP Alpha Frequently Asked Questions
Q: What kinds of users and organization types does FP Alpha work with?
FP Alpha works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does FP Alpha support in their product?
FP Alpha supports these languages: English.
Q: What kind of support options does FP Alpha offer?
FP Alpha offers support via phone support and online.
Q: What other applications or services does FP Alpha integrate with?
FP Alpha integrates with: MoneyGuide, Nitrogen, Orion, PreciseFP, Redtail CRM, Salesforce, and Wealthbox.
Q: Does FP Alpha have an API?
Yes, FP Alpha has an API.
Q: What type of training does FP Alpha provide?
FP Alpha provides training in the form of documentation, live online, webinars, and in person.
Q: How much does FP Alpha cost?
Pricing for FP Alpha starts at $1,125 per month.
