In exchange for a flat fee, FP Alpha customers receive a set amount of credits. When leveraging FP Alpha Tax, each document review requires “1 Credit” while on the FP Alpha Estate Planning tool, reviewing a single household with multiple documents will require “1 Credit”. Credits expire and re-load annually, and can be accessed by any seat within the firm. (This is your “annual company credit bank”.) Firms can purchase additional credits in packs of 10. Purchased credits never expire. Annual credits will automatically be used before any purchased credits. Credits include all documents for a household at any point in time. Clients typically need only one document per year for tax, but may need several documents reviewed for estate (average is 2-10) and may need multiple documents for P&C review, as well.

No—tax, estate, and insurance tools are available as standalone solutions, however our best pricing is our bundled all-in-one solution.

FP Alpha is the only integrated estate, tax, and insurance planning insights that incorporate AI-powered visual outputs. FP Alpha is best for a wide-variety of estate documentation review, from straightforward wills and trusts, to some of the most complicated estate documents – including irrevocable trusts.

Yes, we integrate with dozens of best-in-class technology tools including Redtail, Wealthbox, Salesforce, eMoney, MoneyGuidePro and dozens more, while also offering an open-API for custom integrations.

No. FP Alpha is designed to complement your existing planning software, not replace it. Think of FP Alpha as the engine that powers advanced planning—filling the gaps your core software can’t address (like estate planning visuals, ROTH conversion simulations, and P&C analysis). It picks up where your existing tools stop, making your entire tech stack smarter.

Yes, FP Alpha offers a robust suite of enterprise tools that allow enterprise or multi-office firms the ability to control user privileges, monitor usage, and ultimately configure FP Alpha to match the way you do business today.

FP Alpha uses AI to quickly surface advisor-verified, client-specific insights and opportunities across tax, estate, and insurance planning. Unlike manual workflows, the platform analyzes key documents—like tax returns, wills, trusts, and insurance policies—to highlight planning insights that would otherwise take hours to uncover.

Tax insights are dynamic, powered by AI, and trained by licensed professionals including CFPs® and CPAs. FP Alpha tax insights are updated in real time to reflect new data and client scenarios. Estate and insurance insights are static and structured to be visually intuitive and easy to interpret. Estate and insurance insights have been curated by in-house CFPs®, CPAs, and estate planning attorneys—ensuring they are accurate, compliant, and ready for client-facing conversations. Whether you’re identifying Roth conversion windows, surfacing potential estate plan gaps, or flagging underinsured liability risks, FP Alpha helps advisors focus less on paperwork and more on planning.

FP Alpha stays ahead of industry changes through a combination of real-time legal and tax monitoring, expert-reviewed AI training, and agile product development. Its AI is trained using IRS materials and refined by licensed professionals—including CFPs®, CPAs, and attorneys—ensuring insights remain current and relevant as laws evolve.

The platform includes federal and state-level logic that adapts to changes like the potential sunset of the 2017 Tax Cuts and Jobs Act. FP Alpha’s NextGen Tax Insights, launched at the T3 Conference, is a prime example—offering forward-looking, household-specific tax guidance based on the latest rules and projections. Advisors receive updates on proposed policy shifts, side-by-side scenario modeling, and early access to new features that help them stay ahead of client expectations.