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
White brightness alone cannot bring the True Colours you see every day. While other manufacturers of 1-chip DLP technology believe they can improve image quality by just increasing the brightness of their projectors’ white light output, Epson ensures that its projectors combine brightness and True Colours to create vibrant and realistic images with 3LCD technology across every projector model. The brightest, highest quality interactive display technology is now more affordable than ever. Take Full HD back-lit picture quality and immersive collaboration with the multi-touch interactivity for dynamic and engaging teaching or presentations. Create collaborative video meetings, training sessions and distance learning from your laptop, desk or meeting rooms using your existing computers, networks and familiar software.
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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
Institutions searching for a school administration platform
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
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 Videos |
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Pricing
$1,125 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not 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
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFP Alpha
Founded: 2018
United States
fpalpha.com
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Company InformationKeepad Interactive
Australia
keepad.com.au
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Alternatives |
Alternatives |
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Categories |
Categories |
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School Management Features
Bookstore Management
Not Supported
Cafeteria Management
Not Supported
Curriculum Management
Not Supported
Facility Management
Not Supported
Financial Management
Not Supported
Higher Education
Not Supported
Housing Management
Not Supported
Independent / Private
Not Supported
K-12
Not Supported
Library Management
Not Supported
Online Calendar
Supported
Online Payments
Supported
Parent / Student Portal
Not Supported
Preschool
Not Supported
Reporting/Analytics
Supported
School District
Not Supported
Special Education
Not Supported
Vocational / Trade Schools
Not Supported
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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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