Choose the best plan for your firm.
Looking to get started? Whether you’re a sole practitioner or an enterprise firm, FP Alpha will save significant time, increase overall efficiency, and directly benefit your bottom line!
Choose the best plan for your team.
Looking to get started?Whether you’re a sole practitioner or an enterprise firm, FP Alpha will save significant time, increase overall efficiency, and directly benefit your bottom line!
Tax, Estate, Insurance
- 35 Tax Return Uploads
- Unlimited for firmwide adoption
- 10 Estate Plan Uploads
- 5 Home/Umbrella Uploads
- 5 Auto Uploads
- Includes snapshot summary
- Recommendations
- Simulators
- Additional upload credits available as add on
$1995/advisor
Estate Only
- 10 Estate Plan Uploads
- Includes snapshot summary
- Recommendations
- Estate Lab
- Additional upload credits available as add on
$1795/advisor
Large Office/Enterprise: Custom arrangement based on number of client households rather than number of advisors. Email sales@fpalpha.com to learn more.
