Upload Client Financial Documents
Get back hours spent reading tax returns, estate plans, and insurance policies.
Upload a document from your client straight into FP Alpha.
Receive Instant Analysis
Within minutes, you’ll obtain summaries of key data and access guided insights from our algorithms built by expert CPAs, estate attorneys, and insurance specialists.
Their algorithmic, personalized recommendations identify opportunities, gaps, risks and give you the confidence you need to enter each meeting fully prepared.
Deliver Your Advice
Once you have the analysis, it’s time to do what you do best—deliver sound financial advice to your clients with white-labeled deliverables to demonstrate your value beyond investments.