FP Alpha Awards

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!

Schedule a Demo Contact sales

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.