Solution introduction
Financial advice isn’t just about investing anymore. Advisors are true life planners and offering advice planning helps you deliver more value to your clients—ultimately creating more loyalty and driving more business
The FP Alpha Platform uses a combination of AI and subject matter experts to assist financial professionals in delivering true holistic planning advice effectively and efficiently
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 having to hire to do it.
Become an expert. Overnight. (Well, almost)
You may not be able to train in every planning discipline, but you can get the next best thing with AI-based planning. FP Alpha puts the opinions and knowledge of Subject Matter Experts at your fingertips so you can be confident your advice is right.
Serious about security
We take your client information seriously and protect it accordingly. With multi-factor authentication for users and data storage in secure facilities, you don’t have to worry about your data being anywhere except where you want it.
