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T3 Survey: Share Your Opinion of FP Alpha

T3 Survey: Share Your Opinion of FP Alpha! We invite you to take the T3/Inside Information Software Survey.
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).
Enjoy a $5 Starbucks gift card on us when you fill out the survey. Send a screenshot of your completed survey to survey@fpalpha.com to claim your gift.

Financial Advisors Should use Tech and Fintech Tools to Boost Their Practice

Barron's

Financial Advisors Should use Tech and Fintech Tools to Boost Their Practice

Press Release – (August 2020)