What is AI-Assisted Holistic Financial Planning?
AI-Assisted holistic financial planning plugs the minds of some of the industry’s foremost subject matter experts into your document review process.
Using AI learning, our proprietary algorithms use inputs from those experts to analyze documents for key items and return recommendations to influence your advice.
It’s advice. Automated.
How Many Hours Can You Save with AI-Assisted Holistic Financial Planning?
Truly Holistic Advice
Financial advice isn’t just about investing anymore. Advisors are true life planners and offering holistic advice helps you deliver more value to your clients—ultimately creating more loyalty and driving more business.
Deliver Holistic Advice in These Key Areas
Estate Planning
Tax Planning
Home Insurance
Auto Insurance
Disability Insurance
Identity Theft
Long-Term Care
Medical Insurance
Student Debt
Mortgage
Life Insurance
Divorce Planning
Property Tax
Creditor Protection
Elder Care
Cross Border Planning
Scale Your Advice Without Growing Your Team
In the past, you had to hire experts and make your payroll skyrocket. FP Alpha enhances your ability to offer different types of advice without having to hire to do it.
Become an Expert. Overnight. (Well, Almost)
You may not be able to train in every planning discipline, but you can get the next best thing with AI-based planning. FP Alpha puts the opinions and knowledge of Subject Matter Experts at your fingertips so you can be confident your advice is right.
Serious About Security
We take your client information seriously and protect it accordingly. With multi-factor authentication for users and data storage in secure facilities, you don’t have to worry about your data being anywhere except where you want it.
People are talking about us!
I wanted to work with FP Alpha because, as a fiduciary fee-only planner, I always wanted to be providing the best recommendations possible. Having FP Alpha gives me the ability to utilize world-class experts in different areas of planning such as quality assurance, making sure the recommendations I am making are accurate and allowing me to include other recommendations from the experts I may have missed. It’s like having a team of professionals working on every financial plan with me. Huge benefit to the client and just as big for a small firm such as mine.
Andrew J. Silver
Founder and CEO • Concordia Wealth Planning, LLC
FP Alpha exists to support advisors in providing clients with top-notch holistic advice, leveraging the advisor’s knowledge and time to provide clients with the best possible service. The speed at which the FP Alpha team has responded to our questions has been excellent. The system and tools are easy to use, and FP Alpha is constantly working to improve the software and roll out new and useful functions.
Stephen Fletcher
Senior Wealth Advisor • BlueSky Wealth Advisors, LLC
FP Alpha gives advisors with a security blanket to ensure we are doing everything in our power to provide our clients with the best advice possible for their unique situation.
Nathan Parkins
Wealth Advisor • MoLei Financial
FP Alpha has helped me to more quickly organize and identify financial planning opportunities in my practice.
Matt Smith
Founder and CEO • Concert Financial Planning
FP Alpha is one of the most exciting fintech firms. I'm thoroughly impressed!
Jason Pereira
Partner, Senior Financial Planner & Portoflio Manager, Creator & Host • Woodgate Financial, The Fintech Impact Podcast
FP Alpha’s revolutionary platform empowers advisors to play an integral part in the overall estate planning process. With The Estate Planning Lab, the advisor can identify and raise critical planning points, creating the opportunity to liaise between the client and the attorney, facilitating a more efficient review. By providing this additional service to your client, advisors can clearly demonstrate their value and justify their fee.
Marty Shenkman
Founder, Estate Planning Attorney • Shenkman Law
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 • Technology Tools for Today
FP Alpha starts its analytical work and recommendations where the typical planning process stops. FP Alpha will read wills, declaration pages, tax forms and other documents, and then deliver the expert advice of 40 specialized professionals.
Bob Veres
Founder • Inside Information
Scale Your Planning Today.
Schedule a demo to see FP Alpha in action.
