Vertex

Vertex

Vertex Inc.
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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

Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.

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

Vertex delivers technology solutions that automate and streamline global indirect tax for companies of all sizes.

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

No information available.
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

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Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

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

Vertex Inc.
Founded: 1978
United States
www.vertexinc.com

Alternatives

Alternatives

Wealth Docx

Wealth Docx

WealthCounsel
CCH SureTax

CCH SureTax

Wolters Kluwer
EXEMPTAX

EXEMPTAX

DACENSO
UltraTax CS

UltraTax CS

Thomson Reuters

Categories

Categories

Corporate Tax Features

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Sales Tax Features

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Integrations

BiznusSoft HR
Canopy
CoinRoutes
CryptoTax360°
Fuul
Infor LN
Kenandy
Kibo eCommerce
Longview Tax
NetSuite
Nitrogen
Oracle Fusion Cloud ERP
PreciseFP
QuickBooks Online
Redtail CRM
SAP ERP
Sage 300
Wealthbox
Xelerate Corporate Banking
Znode

Integrations

BiznusSoft HR
Canopy
CoinRoutes
CryptoTax360°
Fuul
Infor LN
Kenandy
Kibo eCommerce
Longview Tax
NetSuite
Nitrogen
Oracle Fusion Cloud ERP
PreciseFP
QuickBooks Online
Redtail CRM
SAP ERP
Sage 300
Wealthbox
Xelerate Corporate Banking
Znode
Claim FP Alpha and update features and information
Claim FP Alpha and update features and information
Claim Vertex and update features and information
Claim Vertex and update features and information