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fpAlpha

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Betreut Kunden seit
2018
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Kontakt

Hauptsitz:
New York, US

Sozial

Was ist fpAlpha?

FP Alpha is a comprehensive financial planning software platform designed to enhance the services provided by financial advisors. The platform leverages artificial intelligence to offer advanced planning strategies that cover a wide range of areas such as estate planning, tax analysis, retirement planning, and insurance. By integrating with existing tools used by financial advisors, FP Alpha aims to streamline workflows, improve efficiency, and provide personalized advice for clients. The platform is user-friendly and helps advisors identify opportunities and potential risks for their clients, ultimately leading to better-informed financial decisions.

Details

Gründungsjahr
2018
Webseite
fpalpha.com