Vertex

Vertex

Vertex Inc.
+
+

Related Products

  • NaviPlan
    Visit Website
  • AlsoThere
    1 Rating
    Visit Website
  • Everstage
    3,659 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • OfficeSpace Software
    183 Ratings
    Visit Website
  • SmartDraw
    559 Ratings
    Visit Website
  • Orca Security
    594 Ratings
    Visit Website
  • CrankWheel
    220 Ratings
    Visit Website
  • DataHub
    10 Ratings
    Visit Website
  • Oxylabs
    1,145 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

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.
Contact Vertex for pricing details.
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 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

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
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
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

Aria
BiznusSoft HR
CryptoTax360°
Excede DMS
Fuul
Infor CloudSuite Industrial Enterprise
Kibo eCommerce
LTi ASPIRE
Magento
Matrix Frontier
Microsoft Dynamics 365
Odessa Platform
Recurly
RentalMan
Ryan Software
SAP ERP
Salesforce
Superwise
Wealthbox
Znode

Integrations

Aria
BiznusSoft HR
CryptoTax360°
Excede DMS
Fuul
Infor CloudSuite Industrial Enterprise
Kibo eCommerce
LTi ASPIRE
Magento
Matrix Frontier
Microsoft Dynamics 365
Odessa Platform
Recurly
RentalMan
Ryan Software
SAP ERP
Salesforce
Superwise
Wealthbox
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