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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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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

Prolegis is a Canadian legal technology platform that helps law firms streamline real estate conveyancing, estate administration, and other document-intensive legal processes. Its browser-based applications allow legal professionals to organize matters, manage transaction details, and complete administrative activities from different devices. The Convey product provides comprehensive functionality for residential property purchases, sales, and refinancing transactions, including document preparation, task tracking, and communication management. For estate planning practices, the Estate Plan solution automates document drafting and supports the creation of wills, powers of attorney, and other estate-related documents. Prolegis also offers Settlement, a centralized collaboration environment for managing private mortgage due diligence, documentation, and communications between transaction participants. Its TitleProtect service monitors Alberta land titles for potentially fraudulent activity and adverse claims affecting property ownership. Additional capabilities include customizable workflows, automated checklists, matter dashboards, document templates, and tools for managing requisitions and undertakings. The platform supports integrations with title insurance providers, identity verification services, legal practice management applications, and other systems used by Canadian legal professionals. With Canadian-hosted data infrastructure, workflow automation, and dedicated customer support, Prolegis enables law firms to reduce manual work and manage legal matters more effectively.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Clio No 
MoneyGuide Yes 
Nitrogen Yes 
Orion Yes 
PreciseFP Yes 
Prolegis DRR Submission Review No 
Prolegis Estate Plan No 
Prolegis | Convey No 
Redtail CRM Yes 
Salesforce Yes 
TitleProtect No 
Wealthbox Yes 

Integrations

Clio Yes 
MoneyGuide No 
Nitrogen No 
Orion No 
PreciseFP No 
Prolegis DRR Submission Review Yes 
Prolegis Estate Plan Yes 
Prolegis | Convey Yes 
Redtail CRM No 
Salesforce No 
TitleProtect Yes 
Wealthbox No 

Pricing Details

$1,125 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
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 No 
Webinars No 
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

Prolegis Solutions

Founded

2018

Country

Canada

Website

www.prolegis.ca

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

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Alternatives

Alternatives

No Alternatives
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