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Average Ratings 1 Rating
Description
FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.
Description
LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
EzeScan
No
InfoTrack
No
LawTap Legal Booking & Scheduling
No
LawToolBox
No
Microsoft Outlook
No
Microsoft Teams
No
Nitrogen
Yes
One Legal
No
Orion
Yes
PreciseFP
Yes
Integrations
EzeScan
Yes
InfoTrack
Yes
LawTap Legal Booking & Scheduling
Yes
LawToolBox
Yes
Microsoft Outlook
Yes
Microsoft Teams
Yes
Nitrogen
No
One Legal
Yes
Orion
No
PreciseFP
No
Pricing Details
$1,125 per month
Free Trial
No
Free Version
No
Pricing Details
$129.00/month/user
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FP Alpha
Founded
2018
Country
United States
Website
fpalpha.com
Vendor Details
Company Name
LEAP
Founded
1992
Country
Australia
Website
www.leap.us
Product Features
Tax Planning
Detailed Savings Calculations
No
Export Branded Proposal
No
Export Branded Tax Plan
No
Multi-Entity Planning
No
Multi-Year Planning
No
Proposed Legislation Planning
No
State & Local Planning
No
Strategy & Scenario Comparison
No
Tax Return Diagnostics
No
Tax Return Scanning
No
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
Yes
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
No
Court Management
Yes
Discovery Management
Yes
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
Yes
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
Yes
Asset Gain & Loss Reporting
Yes
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
Yes