Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • NaviPlan Reviews & Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Everstage Reviews & Ratings
    3,589 Ratings
    Company Website
  • CredentialingSpectrum Reviews & Ratings
    5 Ratings
    Company Website
  • OfficeSpace Software Reviews & Ratings
    178 Ratings
    Company Website
  • BrandMap® 10 Reviews & Ratings
    Company Website
  • SmartDraw Reviews & Ratings
    533 Ratings
    Company Website
  • Orca Security Reviews & Ratings
    546 Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    187 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website

What is FP Alpha?

FP Alpha is a sophisticated planning platform driven by artificial intelligence that enables financial advisors to elevate their comprehensive planning effectiveness through the straightforward process of uploading crucial documents, including tax returns, wills, trusts, and insurance policies. After the documents are submitted, the platform adeptly processes and extracts essential information, unveiling actionable insights across diverse planning domains such as estate, tax, and insurance, while also illustrating the advantages of advice through visual reports and customizable outputs. With coverage spanning over 16 different planning areas, it boasts modules like Estate Snapshot and Estate Planning Lab, which simplify complex legal documents into easily digestible summaries and diagrams, model various strategies, and calculate potential savings. Furthermore, the platform features tools like Tax Snapshot and Tax Projector, enabling users to predict federal and state tax implications over several years, assess different scenarios including Roth conversions or charitable contributions, and smoothly incorporate these insights into their current advisory practices. By optimizing the planning workflow, FP Alpha significantly enhances the ability of financial advisors to provide well-informed and strategic counsel to their clients, ultimately leading to more comprehensive financial solutions. This innovative approach not only saves time but also increases the accuracy and effectiveness of financial planning efforts.

What is Arken?

Arken Legal Software provides a cloud-based solution for estate planning that seeks to revolutionize the creation of vital legal documents, including wills, trusts, and powers of attorney. Through an intuitive questionnaire, the platform collects client information and generates organized, branded documents that come with detailed explanations for clarity; features designed to prevent errors and dual-screen live drafting allow for real-time adjustments. Their extensive range of products covers everything from basic wills to complex arrangements such as Lasting Powers of Attorney and joint tenancy severance, all produced quickly with minimal manual work. By consolidating client information and ensuring compliance with branding and precedent standards, the platform includes an "Intestacy Lead Generator" that educates clients about the risks associated with dying without a will, thus supporting business growth. This cutting-edge method not only streamlines the operations of legal practitioners but also significantly improves client interaction and comprehension throughout the estate planning journey. As a result, both attorneys and clients can navigate the intricacies of legal documentation more effectively.

Media

Media

Integrations Supported

MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox

Integrations Supported

MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox

API Availability

Has API

API Availability

Has API

Pricing Information

$1,125 per month
Free Trial Offered?
Free Version

Pricing Information

$140.29 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FP Alpha

Date Founded

2018

Company Location

United States

Company Website

fpalpha.com

Company Facts

Organization Name

Arken

Date Founded

1992

Company Location

United Kingdom

Company Website

arken.legal/

Categories and 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

Categories and Features

Popular Alternatives

Popular Alternatives

Wealth Docx Reviews & Ratings

Wealth Docx

WealthCounsel
Wealth Docx Reviews & Ratings

Wealth Docx

WealthCounsel