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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Your clients often possess a multitude of online assets, ranging from financial accounts and social media profiles to emails, photographs, and various subscriptions, all of which are constantly evolving. Keeping track of these dynamic assets offline can prove to be both daunting and labor-intensive. TrustedHeir’s innovative cloud-based platform streamlines the process of digital estate planning, allowing your clients to efficiently manage and modify their digital legacy. This tool is specifically designed to automate the organization of digital assets, ensuring that login details remain current while also facilitating the execution of the digital estate after your client's demise. To get started with TrustedHeir, all you need to do is provide your client’s name, address, and email, and we’ll handle the rest. From the initial onboarding process to the creation of digital assets and the appointment of digital trustees, as well as the ongoing maintenance of your client’s account details, we ensure a comprehensive solution that meets all your needs. Our system not only simplifies the management process but also gives your clients peace of mind regarding their digital legacy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox

Integrations

MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox

Pricing Details

$1,125 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

TrustedHeir

Country

United States

Website

trustedheir.webflow.io

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

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Alternatives

Wealth Docx Reviews

Wealth Docx

WealthCounsel

Alternatives