Dedicated Support

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:

  • Ensure a smooth implementation
  • Deliver ongoing adoption strategies and training
  • Provide tool support and share best practices
  • Keep you up to date with new and upcoming features

Contact Support

Thought Leadership

Decanting Trust
Credit Shelter Trust


Decanting Trust
Credit Shelter Trust


You Can Offer Advanced Planning To Every Client With The Right Tech

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.

How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates

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…

Building A Tech Stack That Empowers Opportunities To Scale And Grow

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…

How to Prove the ROI of Holistic Financial Planning

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…

How Bernie Sanders’ 99.5% Act Could Affect Estate Planning and Life Insurance

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.

How Firms Can Evolve for the Future Before It Arrives

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.

The Future of Financial Planning Is Intelligent

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.

Next-Gen Redefines Retirement

January 21, 2021
People aged 45 and younger, those who are often referred to as “Next Gen” and include the huge millennial cohort, will in the future offer enormous growth opportunity for financial advisors.

TriplePlay: How to use artificial intelligence to make advice businesses better

July 1, 2020
Andrew Altfest, president of Altfest Personal Wealth Management, on three tips to using the technology to automate the front office and make other improvements to combat robo advisers.


2020 Year In Review with Jason Pereira

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!

An AI Solution For Personalized Advising

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.

The Wealth Management Firm of the Future: FP Alpha’s Andrew Altfest on AI’s Role in Financial Advice

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.

Bringing AI to all aspects of the planning process.

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.