Survey icon

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.

New Wealthtech Frees Up Advisors To Serve Clients In Smarter Ways

New Wealthtech Frees Up Advisors To Serve Clients In Smarter Ways FA Mag – (September 2020)

Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis

Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis FA Mag – (September 2020)

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

Financial Advisors Should use Tech and Fintech Tools to Boost Their Practice Press Release – (August 2020)

FP Alpha and Redtail Technology Announce New Integration

FP Alpha and Redtail Technology Announce New Integration Article – (July 2020)

Communicating During Quarantine

How to use artificial intelligence to make advice businesses better Investment News – (July 2020)

Alpha AI

Alpha AI Article – (May 2020)