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
The FP Alpha story
As the President of Altfest Personal Wealth Management, a US$1.6 billion RIA, Andrew Altfest 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 his partner, Luis Quiroz, they 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.
Using artificial intelligence, FP Alpha reads important financial documents to surface recommendations from real experts. In minutes, you can scale up your financial advice and be confident that the planning insights you deliver back to clients were composed by humans, not computers.
The end result is the perfect combination of advisor intelligence and artificial intelligence.
FP Alpha Solutions
FP Alpha Platform
Personalized client recommendation report A white-labeled and customized, actionable service plan for advisors to engage clients and provide impactful plan updates. Scale your advice without growing your team In the past, you had to hire experts and make your payroll skyrocket. FP Alpha enhances your ability to offer different types of advice without......
