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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.

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.

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

Institutions searching for a school administration platform

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

No information available.
Free Version Not 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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

FP Alpha
Founded: 2018
United States
fpalpha.com

Company Information

Keepad Interactive
Australia
keepad.com.au

Alternatives

Alternatives

ActiveSpace

ActiveSpace

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Sunday Worship

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Wealth Docx

WealthCounsel
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BrandMap® 10

WRC Research Systems

Categories

Estate Planning Supported
Tax Planning Supported

Categories

School Management Supported

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

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 Keepad Interactive and update features and information
Claim Keepad Interactive and update features and information