FP Alpha Training Series: The Prospect Accelerator Deep Dive

Join Andrew Altfest and Dillon Gilpatrick for a deep dive into the new Prospect Accelerator tool. They will show you how to customize your settings, review what a prospect sees, and how that prospect is displayed on your client list.

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.

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