FP Alpha

Launched in 2020, FP Alpha has developed an AI-driven user-friendly comprehensive Financial Planning solution that helps Financial Advisors identify actionable opportunities for clients, in a scalable, intelligent, and cost-efficient manner.
Founded by Financial Planner and industry leader, Andrew Altfest, CFP®, MBA, FP Alpha was designed to integrate seamlessly into the many stages of the financial planning process and is complement the Advisor's current Financial Planning software, starting where they stop. Our innovative technology reduces the burden of time-consuming manual tasks and frees Financial Advisors to focus on human interaction, cover more ground quickly, and demonstrate their value beyond investment management.
Powered by insights from the industry's top minds and built by Financial Planning and Wealth Management experts, Advisors can create a comprehensive plan through FP Alpha and build a solution for clients across planning disciplines. The software enables Advisors to transform financial planning into comprehensive wealth management by streamlining financial planning processes and offering more services to clients. Designed to easily integrate with financial planning software on the market today, the firm's technology allows Advisors to scale efficiently and decrease the burden of time-consuming spreadsheets, checklists and labor-intensive tasks – enabling them to save time in the process and add more value to client relationships.
By reducing laborious, manual tasks within Wealth Management services and Financial Planning processes, FP Alpha helps Advisors deploy high impact and personalized recommendations to clients in a scalable, intelligent and cost-efficient manner. The tangible benefits of FP Alpha, and compelling output displays, enable Advisors to demonstrate their value beyond investments and differentiate themselves from robo-Advisors and discount alternatives, while justifying their fees and showcasing value.