FP Alpha
AI-Powered Tax Estate and Insurance Planning for Advisors
by FP Alpha Inc · New York, NY, USA · Founded 2018
What is FP Alpha?
FP Alpha is an AI-driven financial planning platform built specifically for financial advisors. It reads and analyzes client documents including tax returns, wills, trusts, and insurance policies, then generates actionable planning insights and visual reports in minutes. The platform covers tax planning with Roth conversion simulators and tax projectors, estate planning with automated document flowcharts, and property and casualty insurance analysis.
FP Alpha integrates with major advisor tools like MoneyGuidePro, Redtail, Salesforce, and eMoney, making it a powerful extension to existing retirement planning software.
FP Alpha — AI-Powered Tax Estate and Insurance Planning for Advisors Whether you're evaluating FP Alpha for your team or comparing it to alternatives in the AI Automation Tools category, this in-depth review covers everything: features, pricing, real user reviews, pros and cons, integrations, and direct comparisons against competitors.
Key Features 8
Who Is FP Alpha For
Pros & Cons
- Advisor-Trained AI Accuracy
- Replaces 3-5 Manual Tools
- Strong CRM Integration Ecosystem
- Real-Time Tax Law Updates
- No Consumer-Facing Version Available
- Credit-Based Usage Can Limit
- Steep Annual Pricing Entry
Frequently Asked Questions
5 questionsFP Alpha uses proprietary AI trained by licensed CFPs and CPAs to scan tax returns, wills, trusts, and insurance policies. It extracts key data points and generates visual summaries with actionable planning recommendations within minutes.
FP Alpha integrates natively with MoneyGuidePro, Redtail, Wealthbox, Salesforce, eMoney, and dozens of other advisor platforms. It also offers an open API for custom integrations with proprietary tech stacks.
Each plan includes a set number of annual Snapshots. One tax document uses one credit, while estate and insurance reviews cover all household documents under one credit. Additional credits can be purchased in packs of 10 and never expire.
Yes, FP Alpha includes federal and state-level logic that adapts to legislative changes such as the 2017 Tax Cuts and Jobs Act sunset provisions. The NextGen Tax Insights module provides forward-looking guidance based on the latest rules.
Yes, the platform produces custom visual reports including estate flowcharts, tax bracket analyses, and insurance coverage summaries that are designed to be shared directly with clients during review meetings.
Who is FP Alpha for?
FP Alpha is most useful for Financial Advisors, Wealth Management Firms, Registered Investment Advisors (RIAs) and CPA Firms.
FP Alpha pricing
FP Alpha is a paid product. Pricing: From $1,000/yr. For the current tier breakdown and any limits, see the pricing section above or check the vendor's pricing page directly — limits and prices change.
What's New
Added Tax Wrap preparation tool and new Scenario Comparison Visual within Tax Projector following the One Beautiful Bill passage.
Launched NextGen Tax Insights at T3 Conference offering forward-looking household-specific tax guidance based on latest rules and projections.
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FP Alpha Pricing
From $1,000/yr
- 75 Tax Snapshots Included
- Tax Projector With Scenario Modeling
- Roth Conversion Simulator
- Tax Wrap Preparation Tools
- 75 Snapshots (35 Tax, 10 Estate, 30 Insurance)
- Full Tax Planning Suite With Tax Projector
- Estate Snapshot, Lab And Insights
- P&C Snapshots And Insights
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