FP Alpha

Are you ready to take your practice to new heights? We're excited to invite you to our upcoming webinar, tailored specifically for forward-thinking financial advisors like yourself. It's a deep dive into the enhancements and upgrades we've made to our AI-powered tax, estate and insurance planning solutions — and what's headed your way soon. What’s New and What's Next: A 2024 Recap and Exclusive First Look at 2025 Thursday, December 12, 2024, at 2:00 pm ET Rachel Schwab, CFP? and Dillon Gilpatrick will take you on a transformative journey through FP Alpha's key 2024 innovations and offer a glimpse into what's on the horizon for 2025. Reserve your spot today and ensure you're ready for the exciting year ahead: https://hubs.la/Q02Y-R4P0 Andrew Altfest, CFP?Charles "Chuck" Failla, CFP?Joe Kozeniewski Brad Frey Peter Calleri Joshua Schultz Luis Quiroz Rodrigo Toledo Ian Finnerty, CFP?, CIMA?

Last week at RFG Advisory was a blast! We had some incredible conversations about unlocking growth and the power of AI in financial planning. Huge thanks to everyone who stopped by to chat with us—looking forward to continuing the conversation! Shannon Spotswood Abby S., Brendan Frazier Dr. Jordan Hutchison Ian Finnerty, CFP?, CIMA? Dillon Gilpatrick Andrew Altfest, CFP? Mark Gilbert (Zocks | AI for Advisors) Johnny Poulsen (Income Lab) Chris Mauriello (eMoney Advisor)

According to the latest Kitces.com Report: "How Financial Planners Actually Do Financial Planning" FP Alpha is the #1 Estate Planning Software with the largest market share and highest User satisfaction. "The end result is that there has been a concomitant rise in specialty estate planning tools, for which FP Alpha has successfully positioned itself as an emerging leader by both market share and satisfaction ratings." See what all the fuss is about! Request a demo today: https://hubs.la/Q039-qBV0

Built by advisors, for advisors is the foundation of everything we do at FP Alpha. We’re constantly drawing on our own experience to try to make yours better. And because we’ve been there, we know what tax season is like for financial advisors. These next four weeks can be stressful and chaotic – or they can be a little easier with help from our FP Alpha Tax tool. We’re offering an extended free trial of our All-in-One Tax, Estate, and Property & Casualty tool right now through tax season. Learn more about our award-winning platform (which includes tax snapshots with visual summaries, precisely tailored insights, our Roth conversion tool…) Sign up to take us for a test drive here: https://hubs.la/Q039-pDp0

Maximize the impact of your next client conversation with a little help from AI. On March 25 at 4 PM ET, our CEO Andrew Altfest, CFP? and Jump’s CEO-Cofounder Parker Ence will disucss how AI is helping advisors transform client relationships by enabling deeper, more personalized discussions that offer real value. During the webinar, Andrew and Parker will dive into how to: ? Surface tailored tax and estate planning opportunities unique to each client ? Capture critical insights during meetings for better follow-up ? Deliver sophisticated planning without increasing your workload ? Focus more time on relationship-building and less on preparation Learn how AI helps you exceed today’s client expectations while saving time. Click here to secure your spot ?? https://lnkd.in/g3KpkErY?

?? That’s a Wrap! #T32025 ?? What an incredible few days of insight, innovation, and advisor tech evolution. Here are our key highlights: ?? NextGen Tax Insights Launched! AI-driven tax planning for more personalized advice you can trust? ?? New Enterprise Features for multi-office firms, unlocking greater customization & efficiency ?? The 2025 Advisor Technology Survey - achieving T3 All Star status ??? Great conversations on the future of AI-powered financial planning with Dr. Jordan Hutchison, Sean McGillivray, Joel Bruckenstein, Bob Veres, Patrick Fontana, CFP?, and Michael Dunham, CFP? #T32025 #estateplanning #taxplanning #FinTech

“?????? ???????? ???? ?????? ???????????????? ???? ???? ?????? ?? ???????????????? ??????????; ???? ?????????? ?????? ???????????????????????????? ?????? ????????????????, ???????????????? ???????? ???????? ???????????????????? ???????? ?????????????????????? ?????? ???????? ?????????????????????????? ????????????????.”?- T3 Technology Tools for Today Inside Information 2025 In 2021, fintech legend Joel Bruckenstein told ThinkAdvisor he was "quite fond of" FP Alpha. We've come a long way since then, including adding more incredible AI-powered NextGen tax insights, and achieving T3 All Star status in both 2024 and 2025 advisor surveys. ???? ???????? ????????'?? ???????????? ??????????????, ??????'???? ??????: - How FP Alpha has 'revolutionized' the tax planning space and continues to gain marketshare in both tax and estate planning arenas - FP Alpha's All Star status with an 8.35/10 advisor satisfaction rating for our tax planning software - FP Alpha's Prospect Accelerator shines with an 8.47 average user rating ? “???? ?????????? ???? ???????? ?????????? ?????? ???? ?????? ?????????????? ???????????? ???? ?????? ???????? ???? ???????????????? ???????? ?????????????????????? ?????? ??????????????????????.”- T3 Inside Information 2025 Swing by and grab a copy of the survey before they’re gone! https://hubs.la/Q0391F200 ? ?????????? #?????? ? ?????????? #????

Unlocking Growth with AI-Powered Tax & Estate Planning Tools Go from hours to minutes with our team's guidance in this mainstage session at 11:30CT with Patrick Fontana, CFP? and Michael Dunham, CFP?? ?? T3 Conference Main Stage #T32025 #estateplanning #taxplanning #FinTech

?? Multi-Office Advisory Firms—This One’s for You! ?? Our new Enterprise Settings are built for scale and efficiency: ? User role & access controls ? Firm-wide customization & workflows ? Multi-office branding & disclosures ?? Come see FP Alpha in action at Booth #200 or Kiosk #29! #T32025 #estateplanning #taxplanning #FinTech

?? Get Your Free Copy! The highly anticipated 2025 Advisor Technology Survey from Joel Bruckenstein & Bob Veres is now available! ?? Pick up your copy at: ? Booth #200 ? Kiosk #29 Swing by and grab yours before they’re gone! #T32025 #estateplanning #taxplanning #FinTech