At FP Alpha, we want all of our users to be successful in leveraging our platform to deliver superior advice to their clients.
Which is why every FP Alpha user has unlimited access to a dedicated Customer Success Manager to ensure you have assistance every step of the way.
Your Customer Success Manager will:
Contact Support
January 20, 2026
Ultra-high-net-worth clients have advisors for everything—investments, tax strategy, estate planning, and private banking. But few advisors take ownership of the entire risk picture, especially when it comes to insurance planning for families with more complex needs...
November 21, 2025
I believe time is the most valuable resource in wealth management. But too often, it gets consumed by tasks that don’t directly serve clients. Tax returns, insurance policies, and estate documents demand hours of review, leaving less room for the conversations that matter most...
August 26, 2025
At Burt Wealth Advisors, we’ve always believed that technology should enhance, not replace, the human touch in financial planning. A recent experience reminded me just how powerful that combination can be...
February 22, 2022
“Financial planning” is a broad umbrella term and can be somewhat ambiguous, covering everything from saving for retirement, Social Security optimization, paying for college, buying a house and much more. And most holistic focused advisors are able to address these issues.
January 18, 2022
In my 20-plus years as an advisor, one of the most significant ongoing challenges has been proving my value as a financial planner before a prospect commits to becoming a client…
December 8, 2021
We’ve also leveraged technology to continually upgrade the level of service we provide for our clients, without massively increasing the workload of our advisors. Our focus has been on products and solutions that allow us to provide customization at scale, or mass customization…
November 2, 2021
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. The biggest movement is toward holistic financial planning, where advisors have their hands in everything from estate planning…
June 11, 2021
There’s a proposal currently making its way through the halls of Washington that would dramatically affect estate planning. It’s critical that advisors understand how it might impact their clients.
May 11, 2021
I recently had the pleasure of hosting a webinar with Matthew Jackson and Bob Veres on their white paper, The New Frontier in Wealth Management, in which they discussed the evolutionary differentiators that will set apart the firms of tomorrow.
March 1, 2021
In business, it’s often said that if you don’t innovate, you’ll be left behind. Now more than ever, financial advisors are having to face that truth.
November 18, 2022
In this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months!
August 11, 2022
In today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. They also discussed: Andrew’s background growing up in a family of advisors, the solutions FP Alpha provides to advisors and the journey of its creation, why tax planning and estate planning are key areas to providing holistic advice, and more.
July 21, 2022
In this episode of NEXT, Mark Bruno, managing director at Informa Wealth Management, speaks with Andrew Altfest, president of Altfest Personal Wealth Management and founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients.
May 4, 2021
In this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner.
Conduct a detailed analysis to estimate future tax payments and potential implications of your client’s current tax status.
Automatically optimize the dollar amount and number of years for the conversion to maximize the Roth benefit while also quantifying advisor value with a hard dollar amount.
Conduct a detailed analysis to estimate future tax payments and potential implications of your client’s current tax status.
Providing advisors a scalable way to summarize and visualize key components of a client’s estate plan including the distribution of assets and significant individuals named, simply by uploading their legal documents
Model alternative estate scenarios, incorporating various vehicles, quantifying the value of state and federal estate tax reduction strategies.
Utilize our tax pyramid to help clients visualize their current tax bracket, taxable income and capital gains rate to ensure that they optimize their bracket.
A white labeled and customized, actionable service plan for advisors to engage clients and provide impactful plan updates.
A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions
