FP Alpha vs. LEAP Comparison


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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 LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
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 Small to medium-sized law firms that need a legal case management and trust accounting solution
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $1,125 per month Free Version Free Trial	Pricing $129.00/month/user Free Version Free Trial
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 1.0 / 5 ease 3.0 / 5 features 2.0 / 5 design 2.0 / 5 support 1.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information FP Alpha Founded: 2018 United States fpalpha.com	Company Information LEAP Founded: 1992 Australia www.leap.us
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eState Planner View All	CARET Legal View All
Categories Estate Planning Tax Planning	Categories Estate Planning Family Law Law Firm Accounting Law Practice Management Legal Billing Legal Case Management Legal Document Drafting Legal Document Management Legal Time Tracking Personal Injury Law Trust Accounting
	Show More Features Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management
Integrations EzeScan InfoTrack LawTap Legal Booking & Scheduling LawToolBox Microsoft Outlook Microsoft Teams MoneyGuide Nitrogen One Legal Orion PreciseFP QuickBooks Online QuickBooks Online Advanced Redtail CRM Salesforce Virtual Cabinet Wealthbox YSoft SAFEQ Zoom Show More Integrations View All 7 Integrations	Integrations EzeScan InfoTrack LawTap Legal Booking & Scheduling LawToolBox Microsoft Outlook Microsoft Teams MoneyGuide Nitrogen One Legal Orion PreciseFP QuickBooks Online QuickBooks Online Advanced Redtail CRM Salesforce Virtual Cabinet Wealthbox YSoft SAFEQ Zoom Show More Integrations View All 12 Integrations
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