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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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How to Leverage the FP Alpha & Nitrogen Integration to Grow and Scale Your Business and Improve Your Financial Planning Capabilities

Webinar
November 13, 2023

Watch our webinar replay to learn now to:

  • Conduct instant client import and transfer between FP Alpha and Nitrogen
  • Use Nitrogen’s Risk Number and FP Alpha’s algorithms to combine clients’ financial information across 16 planning disciplines with investment information
  • Enhance the quality of financial advice through AI, across 16 planning disciplines with a focus on Tax, Estate, and Insurance Planning

Speakers:

  • Andrew Altfest, CFP, CEO of FP Alpha
  • Brad Frey | Head of Enterprise Sales, FP Alpha
  • Keshan Kissoon | Product Manager, Integrations, Nitrogen

Watch the replay.