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 approach, increased capacity, and more growth. FP Alpha will empower you to remove checklists and spreadsheets from your day-to-day planning activities.

Intuitive user experience
The easy-to-use platform drives efficiency and productivity, allowing for easy interfacing between advisor and client.

Live, ongoing planning feature
Enables you to deliver timely and actionable recommendations tailored to each client as lives change, laws change, and each of their situations grow ever more sophisticated.

Expert strategies
The insights of over 40 wealth management experts are included in the software for you to implement with your clients. Utilize the on-demand video library for concise explanations of advanced planning concepts and the applications to your practice.

Lead generation and brand building
Digital engagement tools and actionable recommendations appeal to next-generation clients. Customize their experience with your branding to further differentiate your practice from the competition.