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.
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
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
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