FP Alpha vs. Vertex Comparison


FP Alpha	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 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 Vertex delivers technology solutions that automate and streamline global indirect tax for companies of all sizes.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $1,125 per month Free Version Not Supported Free Trial Not Supported	Pricing Contact Vertex for pricing details. 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 4.5 / 5 ease 4.0 / 5 features 5.0 / 5 design 4.5 / 5 support 5.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros Sales tax software selection shouldn’t be taken lightly because of the impact on the business from a financial perspective. Going through that process with Vertex was eye opening. They were able to guide us down all the necessary paths to ensure that the system was set up correctly. So, getting them involved at the start prepared us for a successful integration. The steps to the integration were clear and precise. Our UAT didn’t see any hiccups which made the go live date happen sooner than expected. After going live is when some of the struggles a company could run into with software vendors. That isn’t the case with Vertex. We had questions and their responses were immediate and accurate. This brought comfort to management because nothing seems to be lingering. We have converted all our marketplaces along with our ERP to have one source of truth and we couldn’t be happier with that decision to go with Vertex. Good solution to work with ERPs and billing systems. Reliable customer support. Had no issue with the software. Valuable price for the features. Cons Currently, there isn’t anything to dislike because they take on every challenge with a team of well knowledgeable staff. It was difficult to setup everything and to use the software when we just installed it. If would be great if you offered a detailed guide how to use it.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported
Company Information FP Alpha Founded: 2018 United States fpalpha.com	Company Information Vertex Inc. Founded: 1978 United States www.vertexinc.com
Alternatives Holistiplan	Alternatives AlsoThere
Wealth.com	Sovos
Vanilla	Avalara
Wealth Docx WealthCounsel	Corvee Tax Planning Corvee
eState Planner View All	UltraTax CS Thomson Reuters View All
Categories Estate Planning Supported Tax Planning Supported	Categories Accounting Supported Corporate Tax Supported Finance Supported Sales Tax Supported Tax Compliance Supported Tax Planning Supported Tax Practice Management Supported Tax Preparation Supported
	Show More Features Corporate Tax Features Compliance Management Supported Data Import / Export Supported Data Verification Supported Electronic Filing Supported Exception Notification Supported For Nonprofits Not Supported For Partnerships Not Supported K-1 Reporting Not Supported Payroll & Employer Forms Not Supported Status Tracking Not Supported Tax Planning Not Supported Sales Tax Features Address Validation Supported Audit Trail Supported Consumer Use Tax Supported Exemption Management Supported Tax Calculator Supported Tax Filing Supported Taxability Verification Supported Transaction Tracking Supported Value Added Tax (VAT) Supported Tax Practice Management Features Approval Process Control Not Supported Billing & Invoicing Not Supported Client Management Not Supported Client Portal Not Supported Document Management Not Supported Due Date Tracking Not Supported Scenario Planning Not Supported Tax Filing Supported Tax Forms Not Supported Workflow Management Not Supported
Integrations Aria Not Supported Coupa Not Supported Excede DMS Not Supported Fuul Not Supported JD Edwards EnterpriseOne Not Supported LTi ASPIRE Not Supported Longview Tax Not Supported MoneyGuide Supported Nitrogen Supported OroCommerce Not Supported Pinnacle Cart Not Supported PreciseFP Supported QAD Adaptive ERP Not Supported QuickBooks Online Not Supported Recurly Not Supported Ryan Software Not Supported SAP Business ByDesign Not Supported SAP S/4HANA Not Supported Sage 100 Not Supported Salesforce Supported Show More Integrations View All 7 Integrations	Integrations Aria Supported Coupa Supported Excede DMS Supported Fuul Supported JD Edwards EnterpriseOne Supported LTi ASPIRE Supported Longview Tax Supported MoneyGuide Not Supported Nitrogen Not Supported OroCommerce Supported Pinnacle Cart Supported PreciseFP Not Supported QAD Adaptive ERP Supported QuickBooks Online Supported Recurly Supported Ryan Software Supported SAP Business ByDesign Supported SAP S/4HANA Supported Sage 100 Supported Salesforce Not Supported Show More Integrations View All 50 Integrations
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