---
title: Advanced Estate Planning Insights | Streamline Client Advice | FP Alpha
description: Transform estate planning with FP Alpha's AI technology. Quickly analyze client documents and deliver actionable insights to enhance your financial advice and boost client satisfaction.
---

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 FP Alpha

# Scale Advanced Estate Planning

FP Alpha’s AI-driven technology “reads” clients’ tax returns, wills, trusts, and insurance policies, instantly summarizing key data, identifying actionable planning insights, quantifying the value of advice, and driving more revenue to the advisor.

What used to take hours can now be done in minutes.

Our solution starts where traditional retirement planning software stops.

[GET A DEMO](https://fpalpha.com/contact/?utm_source=riacsuite&utm_medium=cta&utm_campaign=riacsuite) [Learn More](https://fpalpha.com/?utm_source=riacsuite&utm_medium=cta&utm_campaign=riacsuite)

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 How FP Alpha Works

### FP Alpha’s first-of-its-kind software makes it easy as 1-2-3 to offer holistic financial advice that scales for every client your firm serves.

#### 1. Upload Client Financial Documents

Get back hours spent reading tax returns, estate plans, and insurance policies. Upload a document from your client straight into FP Alpha.

#### 2. Receive Instant Analysis

Within minutes, you’ll obtain summaries of key data and access guided insights from our algorithms built by expert CPAs, estate attorneys, and insurance specialists.Their algorithmic, personalized recommendations identify opportunities, gaps, risks and give you the confidence you need to enter each meeting fully prepared.

#### 3. Deliver Your Advice

Once you have the analysis, it’s time to do what you do best—deliver sound financial advice to your clients with white-labeled deliverables to demonstrate your value beyond investments.

 When advisors can offer more complete financial advice, everyone wins.

## Demonstrate your value beyond investments

 and provide clients with an actionable plan to implement. The FP Alpha platform provides advisors with an ongoing service including visual reports to help them illustrate the recommendations to their clients.

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