Business introduction
Alpha reimagined
AI’s solution to comprehensive wealth
Meet FP Alpha
The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for. FP Alpha is complementary and sits on top of retirement software.
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......
