Scale advanced planning by uploading clients’ tax, legal and insurance documents

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.

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Demonstrate your value beyond investments and provide clients with an actionable plan to implement.

Because when advisors can offer more complete financial advice, everyone wins.

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

Comprehensive Report Tax Snapshot Estate Snapshot

FP Alpha Solves for Challenges Most Advisors Face

FP Alpha is an extension to traditional retirement planning software NOT a replacement

Our platform plugs into your current planning process and integrates with the industry’s most widely used technology.

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Whether you’re an experienced planner or just beginning your practice, FP Alpha will be there every step of the way to help you succeed. We arm each client with a designated customer success resource to ensure a seamless experience.

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Move Your Firm into a New Era

We’re your dedicated partner for delivering holistic financial plans at scale. Build your planning services. Grow your firm. Let’s talk!

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