Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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