+
+

Related Products

  • NaviPlan
    Visit Website
  • AlsoThere
    1 Rating
    Visit Website
  • Everstage
    3,823 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • SurePayroll
    845 Ratings
    Visit Website
  • Acadia
    3 Ratings
    Visit Website
  • OfficeSpace Software
    189 Ratings
    Visit Website
  • SmartDraw
    573 Ratings
    Visit Website
  • Orca Security
    635 Ratings
    Visit Website
  • CrankWheel
    240 Ratings
    Visit Website

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.

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.

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

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

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

Audience

Landlords, non-resident investors, autonomos and freelancers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$1,125 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

€39/year
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

FP Alpha
Founded: 2018
United States
fpalpha.com

Company Information

KAZAALBAIDA
Spain
kazalbaida.com

Alternatives

Alternatives

Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
Wealth Docx

Wealth Docx

WealthCounsel

Categories

Estate Planning Supported
Tax Planning Supported

Categories

Tax Planning Supported

Integrations

MoneyGuide Supported
Nitrogen Supported
Orion Supported
PreciseFP Supported
Redtail CRM Supported
Salesforce Supported
Wealthbox Supported

Integrations

MoneyGuide Not Supported
Nitrogen Not Supported
Orion Not Supported
PreciseFP Not Supported
Redtail CRM Not Supported
Salesforce Not Supported
Wealthbox Not Supported
Claim FP Alpha and update features and information
Claim FP Alpha and update features and information
Claim KAZAALBAIDA and update features and information
Claim KAZAALBAIDA and update features and information