FP Alpha Deep Dive: Estate Snapshot Review & FAQs

We want to be sure all our users can take advantage of FP Alpha’s Estate Snapshot feature. During this webinar, Dillon Gilpatrick, Director, Customer Success, will review the process for requesting an Estate Snapshot, along with uploading your client’s documents, and what type of output to expect. We will also share a list of FAQs after the session is completed. We hope to see you there!

View the webinar here.

T3 Survey: Share Your Opinion of FP Alpha

To help us grow FP Alpha’s platform, 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 (Q68).
Enjoy a $5 Starbucks gift card on us when you fill out.

Take Survey