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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 ELLA?

ELLA is a sophisticated digital solution designed for trusted advisors who support small business owners navigating the intricate realm of exit planning, significantly expediting the entire process from the initial engagement to the delivery of crucial insights. Specifically crafted for transitions led by advisors, ELLA brings an essential level of organization, clarity, and collaboration to what is often a chaotic advisory experience. This platform integrates the Fact Finding phase into a cohesive environment, allowing advisors to involve their entire team in the process by collecting notes, documents, and structured questions through customizable templates tailored to various industries or client needs. Its Sensemaking engine then transforms the accumulated information into secure, private, and contextually relevant insights, greatly reducing the time required to move from raw data to actionable strategies. Advisors can subsequently create interconnected Deliverables that seamlessly combine discovery and insights, aiding in the presentation of valuation narratives, growth opportunities, and thorough strategic plans. By refining the advisory process in this manner, ELLA not only boosts efficiency but also cultivates a comprehensive understanding of client needs and market conditions, ultimately leading to more informed decision-making. Therefore, ELLA positions advisors to enhance their services and deliver greater value to their clients throughout the exit planning journey.

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

Pricing not provided.
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

ELLA

Company Location

United States

Company Website

exitwithella.io

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

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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