The T3 announcements that wealth managers should know

The cliché “drinking from a firehose” seems to have been crafted with an event like the 2025 Technology Tools for Today (T3) Conference in Dallas in mind. Attendees of the four-day gathering were treated to a torrent of discussions, presentations and panels on every aspect of the wealth management technology landscape. But among all these […]

Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning

FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients. FP Alpha is reshaping the landscape of financial planning by automating complex areas such as estate, tax, and insurance planning, traditionally bogged down by manual processes and non-tech-enabled workflows. Andrew Altfest, CFP®, […]

Can This AI-Powered Tool Revolutionize Financial Planning?

Morningstar put FP Alpha to the test with a real-world case study. Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also requires expertise in tax planning, estate planning, and insurance analysis. Since most advisors are not tax experts, estate attorneys, or licensed insurance […]

FP Alpha Launches Tax Services As Standalone Product

The tech provider is unbundling its tax services, as clients increasingly clamor for assistance from their advisors, according to CEO Andrew Altfest. FP Alpha is offering its tax service as a standalone product for advisors starting today. This unbundles FP Alpha’s tax services from its broader platform, which offers services for tax, estate and insurance […]

FP Alpha Releases Standalone Tax Service

FP Alpha is releasing its FP Alpha Tax service as a standalone offering aimed at providing advisors with a scalable planning solution suitable for their entire client base. The unbundled approach aligns with FP Alpha’s broader strategy to support advisors in more ways, especially in tax and estate planning. Read more on ThinkAdvisor…

FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors

FP Alpha, the innovative AI-powered advanced planning platform, is excited to announce the launch of FP Alpha TAX, the platform’s popular tax offering, that is now available as a standalone product. This unbundling aligns with FP Alpha’s mission to provide financial advisors with cutting-edge tools to enhance their value proposition and offer advanced planning services (such […]

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