FP Alpha logo

FP Alpha

Financial Planning
active

New York, USA

Community Ratings

Active Users
Former Users
Overall Rating
4.0
(2 ratings)
Active: 2Former: 0
Features
4.3
(2 ratings)
Active: 2Former: 0
Reliability
4.1
(2 ratings)
Active: 2Former: 0
Performance
4.4
(2 ratings)
Active: 2Former: 0
Security
4.2
(2 ratings)
Active: 2Former: 0
Value for Money
3.9
(2 ratings)
Active: 2Former: 0
Customer Service
4.2
(2 ratings)
Active: 2Former: 0
Ease of Use
4.0
(2 ratings)
Active: 2Former: 0
Integrations
4.1
(2 ratings)
Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0

About FP Alpha

FP Alpha is an AI-driven financial planning software designed to help financial advisors provide comprehensive advice by analyzing client documents and identifying planning opportunities.

Pricing

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Contact for Pricing

Categories

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Industry Focus

Financial Services

Key Features

AI document analysis
planning opportunities identification
client collaboration tools

Pros

AI-driven insights
comprehensive analysis
time-saving

Cons

High cost
learning curve
limited integrations

Integrations

Wealthbox logo
RightCapital logo
eMoney Advisor logo
Black Diamond logo
Envestnet | Tamarac logo
Morningstar logo
Addepar logo
MoneyGuidePro logo
Compliancemax logo
Riskalyze logo
PreciseFP logo
MyRIACompliance (RIA in a Box) logo

Key Competitors