FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.
FP Alpha is reshaping the landscape of financial planning by automating complex areas such as estate, tax, and insurance planning, traditionally bogged down by manual processes and non-tech-enabled workflows. Andrew Altfest, CFP®, explains how leveraging AI enables FP Alpha to streamline the analysis of legal documents, tax returns, and insurance policies, providing advisors with visual summaries and actionable insights to share with clients.
Watch the full length video on Wealth Management here.
