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fpAlpha

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Serving customers since
2018
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HQ Location:
New York, US

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What is 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.

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Year Founded
2018