+
+

Related Products

  • NaviPlan
    Visit Website
  • AlsoThere
    1 Rating
    Visit Website
  • Everstage
    3,668 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • OfficeSpace Software
    184 Ratings
    Visit Website
  • SmartDraw
    562 Ratings
    Visit Website
  • Orca Security
    606 Ratings
    Visit Website
  • CrankWheel
    229 Ratings
    Visit Website
  • NeuBird
    2 Ratings
    Visit Website
  • Oxylabs
    1,205 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

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

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

Organizations needing a solution to manage and improve their financial planning operations

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

Screenshots and Videos

Pricing

$1,125 per month
Free Version
Free Trial

Pricing

$139.95 per month
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 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FP Alpha
Founded: 2018
United States
fpalpha.com

Company Information

RightCapital
United States
www.rightcapital.com

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
Wealth Docx

Wealth Docx

WealthCounsel
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Integrations

Nitrogen
Orion
Redtail CRM
Wealthbox
Addepar
Agility
Altruist
AssetMark
Axos Invest
Black Diamond Wealth Platform
Fidelity
MoneyGuide
Morningstar
N7 Nitrogen
NetX360
PreciseFP
Pulse
Salesforce
SmartOffice
TD Ameritrade

Integrations

Nitrogen
Orion
Redtail CRM
Wealthbox
Addepar
Agility
Altruist
AssetMark
Axos Invest
Black Diamond Wealth Platform
Fidelity
MoneyGuide
Morningstar
N7 Nitrogen
NetX360
PreciseFP
Pulse
Salesforce
SmartOffice
TD Ameritrade
Claim FP Alpha and update features and information
Claim FP Alpha and update features and information
Claim RightCapital and update features and information
Claim RightCapital and update features and information