Learn how to transform the basic financial plan into comprehensive wealth management today.

Alpha reimagined

AI’s solution to comprehensive wealth.

  • Cover more ground.
  • Save significant time.
  • Demonstrate your value.
  • Close more prospects.
  • Differentiate your practice.

Meet FP Alpha.

The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for. FP Alpha is complementary and sits on top of retirement software.

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First of its kind to cover more than 10 areas of planning.

Planning

  • Estate Planning
  • Divorce Planning
  • Identity Theft
  • Elder Care
  • Creditor Protection
  • Cross Border

Protection

  • Home Insurance
  • Auto Insurance
  • Medical Insurance
  • Disability Insurance
  • Life Insurance
  • Long term care insurance

Savings

  • Tax Planning
  • Expense Analysis
  • Property Tax

Lending

  • Student Debt
  • Mortgage

"FP Alpha provides advisors with a competitive advantage as fee-compression continues to affect the advisory space. The technology provides impactful recommendations with limited insight into a prospect’s financial and personal circumstances – jump-starting relationships and allowing planning to be a living, breathing experience for all parties. I believe this technology is essential to the evolution of the industry as we enter into a new generation of wealth."

–Joel Bruckenstein, Founder and CEO of Technology Tools for Today (T3).

Transform financial planning into comprehensive wealth management.

Increase your client offerings, not your time investment

Technology-driven productivity enhancements automate manual tasks to increase capacity, lower costs, and boost profitability.

With FP Alpha, complex becomes simple by using artificial intelligence

Enhance client relationships

AI-driven technology offers real-time recommendations on your clients’ financial plans, enabling you to offer more tailored solutions and demonstrate your value beyond managing investments.

Differentiate and grow your firm

The best insights, workflow automations and brand-building tools are at your fingertips and offer a compelling marketing message to attract new prospects and scale your business.