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.
Rather than view AI as a threat, the team at FP Alpha and our partner RFG is fully embracing its ability to act as a force multiplier for Advisors, enabling them to do more for their clients in less time.
Watch the replay of our LinkedIn Live event featuring Dr. Jordan A. Hutchison, RFG’s VP of Technology, and Andrew Altfest, CFP®, CEO of FP Alpha, for a closer look at how Advisors can turn AI into their competitive advantage.
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
