Watch our webinar replay to learn now to:
- Conduct instant client import and transfer between FP Alpha and Nitrogen
- Use Nitrogen’s Risk Number and FP Alpha’s algorithms to combine clients’ financial information across 16 planning disciplines with investment information
- Enhance the quality of financial advice through AI, across 16 planning disciplines with a focus on Tax, Estate, and Insurance Planning
Speakers:
- Andrew Altfest, CFP, CEO of FP Alpha
- Brad Frey | Head of Enterprise Sales, FP Alpha
- Keshan Kissoon | Product Manager, Integrations, Nitrogen
