Tax Tech Stress Test: Is Your Tax Planning Software Keeping Up?
November 5, 2026
Can your tax planning software do more than analyze last year’s return?
Dedicated Support
At FP Alpha, we want all of our users to be successful in leveraging our platform to deliver superior advice to their clients.
Which is why every FP Alpha user has unlimited access to a dedicated Customer Success Manager to ensure you have assistance every step of the way.
Your Customer Success Manager will:
- Ensure a smooth implementation
- Deliver ongoing adoption strategies and training
- Provide tool support and share best practices
- Keep you up to date with new and upcoming features
Contact Support
Thought Leadership
Videos
Columns
“Human in the Loop”: Which Humans? What Loop?
September 29, 2026
As AI adoption grows increasingly pervasive across wealth management, more solution providers are leveraging the verbal safety net of “human in the loop” to establish trust and credibility.
FP Alpha FAQ: AI Accuracy, Data Security, and Getting Started
September 29, 2026
We’ve put together a list of the most common questions we hear from firms evaluating the FP Alpha platform for accuracy, security, integration, and onboarding. If you don’t see your question below, feel free to reach out to our team.
Bringing Estate Planning to the Center of Your Advisory Process
May 5, 2026
Too many advisors wait for a client to bring up estate planning—or worse, avoid it entirely because it's outside of their comfort zone.
But you could become your clients’ most trusted advisor if you had some way of folding estate planning discussions into your regular client touchpoints...
Rethinking Estate Planning: How Advisors Can Deliver More Value with the Right Technology
May 5, 2026
Estate planning remains one of the most valuable services advisors can offer, yet many firms struggle to deliver it consistently. Learn how modern estate planning technology helps financial advisors transform complex legal documents into actionable insights, uncover planning opportunities, improve client conversations, and scale estate planning across their entire client base.
Reshaping the Advisor-CPA Relationship With Better Tax Insights
April 13, 2026
Advisor-CPA relationships have always been beneficial for clients, but they can be challenging to build initially. While clients want coordinated advice, CPAs and advisors intentionally maintain clear lines of support...
Tax Planning That Clients Actually Understand
April 10, 2026
Tax planning often fails not because advisors lack expertise, but because clients struggle to follow the reasoning behind recommendations.
Winning the Estate Game: Why Elite Advisory Firms Are Rethinking Estate Planning at Scale
April 8, 2026
For years, estate planning lived on the edges of the financial advice process. It mattered, but it rarely felt urgent. It was valuable, but hard to scale. Most firms deferred it to attorneys, reviewed documents only when clients asked, and handled inconsistently across a book of business...
What Next-Level Tax Planning Actually Looks Like in Practice
April 1, 2026
Tax planning has become one of the clearest ways advisors demonstrate value. According to Kitces’ AdvisorTech research, tax planning software is now one of the fastest-growing technology categories among advisors, with adoption approaching 70 percent and satisfaction scores among the highest of any planning tool.
Why Elite Advisors Think in Scenarios, Not Single-Year Tax Outcomes
March 25, 2026
One of the fastest ways to undermine a tax planning conversation is to present a single “right answer.”
Clients know their financial lives are more complex than that; industry research supports this intuition.
In fact, Kitces studies have shown that...
Webinars
Podcasts
2020 Year In Review with Jason Pereira
November 18, 2022
In this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months!
An AI Solution For Personalized Advising
August 11, 2022
In today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. They also discussed: Andrew’s background growing up in a family of advisors, the solutions FP Alpha provides to advisors and the journey of its creation, why tax planning and estate planning are key areas to providing holistic advice, and more.
The Wealth Management Firm of the Future: FP Alpha’s Andrew Altfest on AI’s Role in Financial Advice
July 21, 2022
In this episode of NEXT, Mark Bruno, managing director at Informa Wealth Management, speaks with Andrew Altfest, president of Altfest Personal Wealth Management and founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients.
Bringing AI to all aspects of the planning process.
May 4, 2021
In this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner.
