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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
At Rocket Lawyer, we are committed to providing accessible and straightforward legal services for everyone. We believe that laws should serve to protect and empower individuals; however, many find themselves unable to access legal support due to prohibitively high costs and complicated processes. To address this issue, we have been making a difference since 2008, assisting over 25 million individuals and organizations in securing the legal resources they require at an affordable price. Our platform allows you to create legal documents for a variety of needs, guiding you through questions to tailor the document to your specifications. You can easily obtain swift responses from qualified lawyers for any legal inquiries or request a review of your document by an On Call attorney. By initiating your Premium Membership today, you can access reliable legal services that fit within your budget. You can also securely share documents with your attorney and safely sign and store contracts online, ensuring a smooth legal experience. Moreover, our incorporation specialists are available to discuss your options, providing you with the comprehensive support you need.
API Access
Has API
API Access
Has API
Integrations
99designs
MoneyGuide
Monster
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Traklight
Wealthbox
Integrations
99designs
MoneyGuide
Monster
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Traklight
Wealthbox
Pricing Details
$1,125 per month
Free Trial
Free Version
Pricing Details
$9.99 per document
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FP Alpha
Founded
2018
Country
United States
Website
fpalpha.com
Vendor Details
Company Name
Rocket Lawyer
Founded
2008
Country
United States
Website
www.rocketlawyer.com
Product Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
Product Features
Business Filing
Annual Reports
Business Licenses
Copyright
Corporate Dissolution
Corporation (C Corp)
Doing Business As (DBA)
Limited liability company (LLC)
Nonprofit
Operating Agreements
Patents
Registered Agent Services
S Corp
Sole Proprietorship
Trademark Registration