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What is TrustedHeir?

Clients often have a wide array of online assets, including financial accounts, social media accounts, emails, photos, and various subscriptions, all of which are continuously changing. Managing these ever-evolving assets offline can be overwhelming and time-consuming. TrustedHeir’s cutting-edge cloud-based platform simplifies the digital estate planning process, enabling clients to easily organize and adjust their digital legacies. This solution is designed to automate the management of digital assets, ensuring that login information is kept up to date while also streamlining the execution of digital estates after a client passes away. To begin using TrustedHeir, simply input your client's name, address, and email, and we take care of everything from there. Our service encompasses everything from the onboarding phase, the establishment of digital assets, and the designation of digital trustees to the ongoing upkeep of your client’s account information, providing a comprehensive approach to digital legacy management. In addition to making the management process more efficient, our platform offers clients reassurance about the future of their digital legacies. We aim to provide a user-friendly experience that caters to the diverse needs of our clients.

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.

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

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1,125 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

TrustedHeir

Company Location

United States

Company Website

trustedheir.webflow.io

Company Facts

Organization Name

FP Alpha

Date Founded

2018

Company Location

United States

Company Website

fpalpha.com

Categories and Features

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

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

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