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.

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AI and Automation Summit: July 2023

Webinar
July 12, 2023

Hear directly from some of our industry’s most innovative CEOs as they demonstrate how AI can assist you in revolutionizing your practice. From advanced planning offerings and client portfolio statements to meaningful client communication deliverables and automation of manual tasks….they will cover it all.

Discover practical applications of AI within your practice and with your clients
Explore real-life use cases, benefits, and challenges relevant to advisors
Learn how AI can significantly save you time, enabling you and your firm to operate more efficiently

Watch the replay.

Featured Speakers: