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Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q76).
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FP Alpha launches Planning-Led Prospect Engagement tool for advisors, The Prospect Accelerator

AI Thority

FP Alpha launches Planning-Led Prospect Engagement tool for advisors, The Prospect Accelerator

AI Thority – (November 2021)