Estate Snapshot
Providing advisors a scalable way to summarize and visualize key components of a client’s estate plan, simply by uploading their legal documents.
Just Drag And Drop Your Estate Documents
It is also easy to use. Simply upload clients’ wills, trusts and power of attorney documents, and the tool will summarize them, eliminating the need for advisors to read reams of material.
FP Alpha will then generate a personalized deliverable, summarizing and visualizing the client’s distribution plan, for use during planning meetings.
Quantify Your Value
With a comprehensive advanced planning profile for each client, advisors will be able to expand their services, highlight more planning opportunities and generate more revenue – without adding additional staff or requiring their teams to learn anything new.
The Right Tools
This additional functionality enhances the already robust Estate Planning Module, part of the FP Alpha platform, which identifies key estate planning opportunities allowing advisors to quantify the value of their advice.
Advisors often talk about being “holistic,” and with the addition of advanced planning tools, they truly can be—by offering all their clients a 360-degree picture of their financial situation.
People are talking about us!
I wanted to work with FP Alpha because, as a fiduciary fee-only planner, I always wanted to be providing the best recommendations possible. Having FP Alpha gives me the ability to utilize world-class experts in different areas of planning such as quality assurance, making sure the recommendations I am making are accurate and allowing me to include other recommendations from the experts I may have missed. It’s like having a team of professionals working on every financial plan with me. Huge benefit to the client and just as big for a small firm such as mine.
Andrew J. Silver
Founder and CEO • Concordia Wealth Planning, LLC
FP Alpha exists to support advisors in providing clients with top-notch holistic advice, leveraging the advisor’s knowledge and time to provide clients with the best possible service. The speed at which the FP Alpha team has responded to our questions has been excellent. The system and tools are easy to use, and FP Alpha is constantly working to improve the software and roll out new and useful functions.
Stephen Fletcher
Senior Wealth Advisor • BlueSky Wealth Advisors, LLC
FP Alpha gives advisors with a security blanket to ensure we are doing everything in our power to provide our clients with the best advice possible for their unique situation.
Nathan Parkins
Wealth Advisor • MoLei Financial
FP Alpha has helped me to more quickly organize and identify financial planning opportunities in my practice.
Matt Smith
Founder and CEO • Concert Financial Planning
FP Alpha is one of the most exciting fintech firms. I'm thoroughly impressed!
Jason Pereira
Partner, Senior Financial Planner & Portoflio Manager, Creator & Host • Woodgate Financial, The Fintech Impact Podcast
FP Alpha’s revolutionary platform empowers advisors to play an integral part in the overall estate planning process. With The Estate Planning Lab, the advisor can identify and raise critical planning points, creating the opportunity to liaise between the client and the attorney, facilitating a more efficient review. By providing this additional service to your client, advisors can clearly demonstrate their value and justify their fee.
Marty Shenkman
Founder, Estate Planning Attorney • Shenkman Law
FP Alpha provides advisors with a competitive advantage as fee-compression continues to affect the advisory space. The technology provides impactful recommendations with limited insight into a prospect’s financial and personal circumstances—jump-starting relationships and allowing planning to be a living, breathing experience for all parties. I believe this technology is essential to the evolution of the industry as we enter into a new generation of wealth.
Joel Bruckenstein
Founder and CEO • Technology Tools for Today
FP Alpha starts its analytical work and recommendations where the typical planning process stops. FP Alpha will read wills, declaration pages, tax forms and other documents, and then deliver the expert advice of 40 specialized professionals.
Bob Veres
Founder • Inside Information
Scale Your Planning Today.
Schedule a demo to see FP Alpha in action.
