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

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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).
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