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®

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

“𝘛𝘩𝘦 𝘫𝘶𝘮𝘱 𝘪𝘯 𝘵𝘢𝘹 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘪𝘴 𝘣𝘺 𝘯𝘰𝘸 𝘢 𝘧𝘢𝘮𝘪𝘭𝘪𝘢𝘳 𝘴𝘵𝘰𝘳𝘺; 𝘍𝘗 𝘈𝘭𝘱𝘩𝘢 𝘩𝘢𝘴 𝘳𝘦𝘷𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘪𝘻𝘦𝘥 𝘵𝘩𝘦 𝘤𝘢𝘵𝘦𝘨𝘰𝘳𝘺, 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨 𝘮𝘶𝘤𝘩 𝘮𝘰𝘳𝘦 𝘤𝘰𝘯𝘷𝘦𝘯𝘪𝘦𝘯𝘵 𝘥𝘢𝘵𝘢 𝘪𝘯𝘵𝘦𝘨𝘳𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦 𝘤𝘰𝘮𝘱𝘳𝘦𝘩𝘦𝘯𝘴𝘪𝘷𝘦 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴.” - 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. 𝗜𝗻 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿'𝘀 𝘀𝘂𝗿𝘃𝗲𝘆 𝗿𝗲𝘀𝘂𝗹𝘁𝘀, 𝘆𝗼𝘂'𝗹𝗹 𝘀𝗲𝗲: - 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   “𝗙𝗣 𝗔𝗹𝗽𝗵𝗮 𝗶𝘀 𝗼𝗻𝗰𝗲 𝗮𝗴𝗮𝗶𝗻 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗿𝘂𝗻𝗮𝘄𝗮𝘆 𝗹𝗲𝗮𝗱𝗲𝗿 𝗶𝗻 𝘁𝗵𝗲 𝗹𝗶𝘀𝘁 𝗼𝗳 𝗽𝗿𝗼𝗴𝗿𝗮𝗺𝘀 𝘁𝗵𝗮𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝗱𝗲𝗻𝘁𝘀 𝗮𝗿𝗲 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗶𝗻𝗴.”- T3 Inside Information 2025 Swing by and grab a copy of the survey before they’re gone! https://hubs.la/Q0391F200 ✅ 𝗕𝗼𝗼𝘁𝗵 #𝟮𝟬𝟬 ✅ 𝗞𝗶𝗼𝘀𝗸 #𝟮𝟵

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

🚀 BREAKING NEWS from #T32025 🚀 We just announced NextGen Tax Insights, our latest AI-powered tax planning tool, designed to deliver high-level, personalized tax insights for financial advisors. 🔎 Identify tax-saving opportunities with AI-driven insights 📊 Help clients minimize tax burdens & maximize wealth 🔐 Secure, CFP Board-compliant AI technology We’re also rolling out new Enterprise Settings, giving firms: ✅ Greater control & customization ✅ User role & access management ✅ Multi-office branding & disclosures 🔗 Read the full press release here: https://lnkd.in/gxAYfN3M Stop by Booth #200 or Kiosk #29 to see NextGen Tax Insights in action! #estateplanning #taxplanning #FinTech

Are you taking a closer look at your clients' estate plans this year? Millennial and HNW clients expect their advisors to provide estate planning guidance. If your firm is ready to deliver, FP Alpha can help. Our Estate Planning Lab allows you to: ✅ Model alternative estate scenarios ✅ Incorporate various planning vehicles ✅ Quantify the impact of state and federal estate tax strategies Bring estate planning to the next level—learn more here: https://fpalpha.com/

Effortless tax planning? ✅  Tailored strategies without the tedious line-by-line review? ✅ With FP Alpha’s TAX advantage, you get AI-powered insights that make tax planning smarter and more efficient. See it in action: https://lnkd.in/eSGSwjYB