FP Alpha
AI planning tool that reads client tax returns, wills and trusts and flags planning issues.
fpalpha.comFP Alpha reads clients' tax returns, wills, trusts and insurance policies, summarizes the key data and points out planning opportunities. The company says it works alongside existing planning software rather than replacing it, and lists tax projection, estate, insurance and snapshot reports.
It is based in New York. Andrew Altfest, who also leads an advisory firm, is its founder and chief executive. The company's site and press coverage do not state its ownership.
What it does
- Tax return analysis
- Roth conversion projections
- Estate document review
- Insurance policy review
- Planning snapshot reports
Coverage
No stories on FP Alpha in our recent coverage yet. Follow it and we’ll email you when one runs.
Others in Financial planning
All Financial planning vendors- HolistiplanTax planning software that reads client tax returns and models tax scenarios.
- VanillaEstate planning platform for advisors, with gap checks, document building and attorney access.
- Wealth.comEstate and tax planning platform for advisors, with document drafting and plan analysis.
- Asset-MapVisual client discovery and financial mapping software for advisor meetings.
- Conquest PlanningCanadian-founded advice engine that ranks financial strategies for advisors and their clients.
- eMoney AdvisorFinancial planning platform with cash flow and goals-based tools, owned by Fidelity.