FP Alpha
HQ Address
445 Park Avenue, 6th Floor, New York, NY 10022, United States
Website Address
Business introduction
Scale advanced planning by uploading clients’ tax, legal and insurance documents
FP Alpha’s AI-driven technology “reads” clients’ tax returns, wills, trusts, and insurance policies, instantly summarizing key data, identifying actionable planning insights, quantifying the value of advice, and driving more revenue to the advisor
As the President of Altfest Personal Wealth Management, a $1.6bn RIA, I experienced firsthand how time-consuming it can be for financial advisors to offer truly holistic financial planning. In addition to the depth of experience necessary to advise on all the situations experienced by high-net worth clients, advisors also have to spend the time to craft their recommendations into an easily digestible format to review with their clients.
Along with my partner, Luis Quiroz, we created FP Alpha to give financial advisors the scale and depth of knowledge necessary to enhance their planning practices by providing key offering such as tax, estate and insurance to their entire client base, usually just reserved for your top tier clients.
FP Alpha Solutions
FP Alpha
Stay ahead of the wave with the industry’s first intelligent planning solution AI-driven solutions Powerful, cutting-edge technology enables personalized and tailored advice to optimize your clients’ financial situations. The FP Alpha optimization score will help you ensure your clients are on track. Automated workflows Less time spent on manual tasks allows for a streamlined......
