An AI Solution For Personalized Advising

In today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. They also discussed: Andrew’s background growing up in a family of advisors, the solutions FP Alpha provides to advisors and the journey of its creation, why tax planning and estate planning are key areas to providing holistic advice, and more.

The Wealth Management Firm of the Future: FP Alpha’s Andrew Altfest on AI’s Role in Financial Advice

In this episode of NEXT, Mark Bruno, managing director at Informa Wealth Management, speaks with Andrew Altfest, president of Altfest Personal Wealth Management and founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients.

2020 Year In Review with Jason Pereira

In this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months!

Bringing AI to all aspects of the planning process.

In this episode, host Jason Pereira talks to Andrew Altfest – Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner.

You Can Offer Advanced Planning To Every Client With The Right Tech

“Financial planning” is a broad umbrella term and can be somewhat ambiguous, covering everything from saving for retirement, Social Security optimization, paying for college, buying a house and much more. And most holistic focused advisors are able to address these issues.

How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates

In my 20-plus years as an advisor, one of the most significant ongoing challenges has been proving my value as a financial planner before a prospect commits to becoming a client…

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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