Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.

Description

Business leaders can now easily collaborate with engineers, even if they have reservations about Jira tickets. Provide customers with a seamless overview of your team's progress to prevent overwhelming them with numerous tickets. Instead, offer a concise list of Jira issues in Confluence. Whenever an inquiry about the project's status arises, just click "refresh" to update the snapshot and send over your report. With everyone literally aligned, you can devote less energy to explaining tickets and more to facilitating discussions between the business and engineering teams. By taking a one-click snapshot, you can deliver a neat summary of your team's activities. Stakeholders will appreciate that they no longer need to sift through hours of PDFs you pieced together; instead, they can quickly compare time-stamped snapshots to observe changes. This efficient process enables them to review the report in a matter of minutes, allowing you to refocus on excelling in your current sprint while ensuring effective communication across teams. Ultimately, this streamlined approach fosters transparency and enhances teamwork.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Confluence
Jira
Microsoft Excel
MoneyGuide
Nitrogen
Orion
PreciseFP
RadiantOne
Redtail CRM
Salesforce
ScriptRunner for Jira
Wealthbox
Xray

Integrations

Confluence
Jira
Microsoft Excel
MoneyGuide
Nitrogen
Orion
PreciseFP
RadiantOne
Redtail CRM
Salesforce
ScriptRunner for Jira
Wealthbox
Xray

Pricing Details

$1,125 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FP Alpha

Founded

2018

Country

United States

Website

fpalpha.com

Vendor Details

Company Name

RadBee

Country

United Kingdom

Website

radbee.com/jira-snapshots-for-confluence-cloud-and-data-center/

Product 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

Product Features

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Alternatives

Wealth Docx Reviews

Wealth Docx

WealthCounsel

Alternatives

Steady Reviews

Steady

Steady (Formerly Status Hero)