FP Alpha

Founded by financial planner and industry leader, Andrew Altfest, CFP ®, FP Alpha is an AI-driven, holistic wealth management solution that helps advisors identify actionable recommendations to clients, in a scalable, intelligent, and cost-efficient manner. FP Alpha is designed to integrate seamlessly into the many stages of the financial planning process and is complementary to the advisor's current financial planning software, starting where they stop. By leveraging AI learning and subject matter experts across various financial planning disciplines such as tax, estate and insurance, this innovative tool allows advisors to uncover new planning opportunities and provide clients with more holistic advice. 

For more information or to schedule a demo, please visit: fpalpha.com 

To contact us directly please email sales@fpalpha.com or stop by our booth.