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.
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.
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.
