Related Products
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About
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.
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About
KAZAALBAIDA is a web-based tax and rental-income software service for landlords, non-resident property owners, self-employed workers and freelancers dealing with Spanish taxes. It provides rental-income tax simulations for Spanish filing models, including personal income, quarterly self-employment and non-resident returns, alongside checks for housing-law tax reductions. Property tools include rental-contract generation, rent updates and deductible-expense tracking. For freelancers, the service offers VAT and quarterly income-tax estimates, invoice and withholding calculators. The site also provides tax simulators and multilingual informational guides. Users can explore calculations and prepare estimates for tax scenarios; the service is not described as filing returns with the tax authority on their behalf.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial-advisory firms and wealth-management professionals searching for a tool to deliver holistic, document-driven planning across tax, estate and insurance domains and scale advisory services
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Audience
Landlords, non-resident investors, autonomos and freelancers
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$1,125 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
€39/year
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationFP Alpha
Founded: 2018
United States
fpalpha.com
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Company InformationKAZAALBAIDA
Spain
kazalbaida.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
MoneyGuide
Supported
Nitrogen
Supported
Orion
Supported
PreciseFP
Supported
Redtail CRM
Supported
Salesforce
Supported
Wealthbox
Supported
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Integrations
MoneyGuide
Not Supported
Nitrogen
Not Supported
Orion
Not Supported
PreciseFP
Not Supported
Redtail CRM
Not Supported
Salesforce
Not Supported
Wealthbox
Not Supported
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