As advisors look for more ways to deepen client relationships, join Andres Mazabel, Head of Advisor Sales at Trust & Will and Ian Finnerty, Director, Advisor Sales FP at Alpha to see how they’ve helped streamline the estate planning process. These solutions empower advisors to quickly see opportunities in their clients’ estate plans and ensure clients have updated estate documents in place, helping add peace of comprehensive planning.
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).
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Tax Snapshot
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
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