Planning Snapshots

Eliminate the manual review process: simply upload clients’ financial documents and FP Alpha will generate a client deliverable, summarizing key insights in a visual format.

Tax Snapshot

An instant summary and visualization of a client’s tax return providing details on 16 key tax areas including: MAGI tiers, federal and state tax data, Roth analysis, Charitable deductions, QBI analysis as well as pending legislation updates

Tax Snapshot

Estate Snapshot

Providing advisors a scalable way to summarize and visualize key components of a client’s estate plan including the distribution of assets and significant individuals named, simply by uploading their legal documents

People are talking about us!

Scale Your Planning Today.

Schedule a demo to see FP Alpha in action.