FP Alpha
Reads client tax returns, wills, and policies to surface financial planning opportunities.
About FP Alpha
FP Alpha reads a client's tax returns, wills, trusts, and insurance policies, then summarises them and surfaces planning opportunities the advisor might otherwise miss. It covers estate, tax, insurance, and other planning disciplines that sit outside standard investment software.
Key Features
💰 Pricing
Advisor subscription — pricing on request.
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📊 Comparison vs Alternatives
| Feature | ||||
|---|---|---|---|---|
| Pricing | Enterprise | Freemium | Freemium | Enterprise |
| Rating | ⭐ 4.0 | ⭐ 4.6 | ⭐ 4.7 | ⭐ 4.5 |
| Free Tier | ❌ | ✅ | ✅ | ❌ |
| Popularity | 30% | 85% | 82% | 82% |
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