@_FPAlpha

Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.

 New York
fpalpha.com
Joined February 2020
  • Tweets790
  • Following1.9K
  • Followers834
190Media
Will be a great event to be a part of! Catch Gabe Rissman give his thoughts on where AI can help advisors the most!
FP Alpha@_FPAlpha4 Apr 2024
We're headed to the Big Apple for @Investmentnews #RIAConnectNY on April 16. Join @AAltfest @gaberissman @Your_Stake @Poweredby55ip for a fireside chat, "How AI & Automation Can Work For You, Not Against You." Don't miss this illuminating conversation. hubs.la/Q02rQXHG0
RIA Connect 2024 Andrew Altfest Gabe Rissman and Hiren B Patel

ALT RIA Connect 2024 Andrew Altfest Gabe Rissman and Hiren B Patel

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It's time to vote! 🎉 #WealthTechMadness 2024 starts today. Let's decide on the best #fintech company of the year! threecrownsmarketing.com/wea…
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Altfest's fpalpha's AI gives actionable recommendations for advanced planning. thinkadvisor.com/2024/03/14/… By @jrusoff2

Using AI to Give Clients What They Want, but Aren't Getting

Showing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.

thinkadvisor.com
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@_FPAlpha @RickyRedtail @RedtailCRM @VRGLwealth @craigiskowitz
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In this episode of the WealthStack Podcast, host @ShannonRosic is joined by @_FPAlpha's @AAltfest to discuss the disconnect between what investors want and what some advisors deliver. LISTEN | bit.ly/3ooVgcm
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Advisors asked. @_FPAlpha listened. @MichaelKitces @craigiskowitz @AAltfest @ddjanowski @ryanWneal
Joel Bruckenstein@FinTechie14 Mar 2023
FP Alpha's Estate Planning module is now available as a stand alone product #T32023
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We're proud to foster connections between our Advisors & strategic partners we feel are super beneficial to their client relationships. That's why we're proud to highlight our partnership with @_FPAlpha!
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"Each time a woman stands up for herself, without knowing it possibly, without claiming it, she stands up for all women." #MayaAngelou 🌍 Happy #InternationalWomensDay
An image of Maya Angelou and her mother, Vivian Baxter Johnson.

ALT An image of Maya Angelou and her mother, Vivian Baxter Johnson.

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In this #SwiftChat, @FinTechie of Technology Tools for Today shares some of the featured speakers appearing at #T32023, some of the topics and trends that will be discussed, as well as what to expect at this year's exhibit hall. Save $200 with IMPACTT32023 impactcommunications.org/bes…
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🎙 Looking forward to recording w/ @AAltfest of @_FPAlpha tomorrow! The topic? How tech & #AI are helping bridge the gap in areas of #financialplanning that are currently underserved. (Think tax & estate planning!) Submit your Qs here & we'll answer them on the episode!
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Replying to @_FPAlpha
@_FPAlpha + Asset-Map Join these CEOs as they break down the power of utilizing client deliverables and tech to not only propose planning advice to clients but also how to ensure that address the deficiencies in underserved planning areas. Register here: bit.ly/3ICTjjP
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Why does @MichaelKitces love attending T3 conferences, “One of the primary benefits of attending the T3 Advisor Technology conference is the opportunity to simply see ‘everything’ that the advisor technology landscape has to offer, in one efficient trip." t3conferences.com/praise-for…
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In a joint study with @HelloPrenup, we collected and analyzed data from more than 5,000 respondents and the results overwhelmingly show: #millennials are more than willing to discuss and plan for topics that were once considered taboo – like death, #divorce, and #jointfinances 🧵
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Phenomenal webinar yesterday with a number of the #advicetech firms leading the charge to deliver meaningful tech-assisted client experiences centered on advice & values vs investment mgmt. Well done @AssetMapLLC @BentoEngine @_FPAlpha @Lumiant_io visiWealth. #adviceengagement
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@_FPAlpha is that good.
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As Roth conversions continue to be a popular strategy - not just for a single year, but systematically over multiple years to fill low-income buckets - more tools coming out to help model it... "@_FPAlpha releases 2nd Gen Roth Conversion tool" t3technologyhub.com/fp-alpha…
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The annual #FinTech Survey is still open! @BobVeres and @FinTechie hope you’ll consider participating if you haven’t already. Here, again, is the link: surveymonkey.com/r/HB3GSP8
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The SECURE 2.0 Act has passed. Happy New Year! #401k #retirement #ERISA It’s Official: SECURE 2.0 Is The Law plansponsor.com/official-sec…
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Replying to @BobVeres
@BobVeres explores the road less traveled, proposing a tech stack with @AndesWealth for risk, followed by @NestWealth @Get_Elements @WeAreIncomeLab @Holistiplan @_FPAlpha @advyzon @hublyinc @Knudge @Econiq. advisorperspectives.com/arti…

The Alternative Tech Stack

Let’s look at the powerful feature set an advisory firm could put together from a collection of the higher-rated, low-market-share programs and solutions that I’ve collected from past surveys, many...

advisorperspectives.com
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2 of my fav tech innovators bringing AI to Advisors name dropped by @FinTechie on the #MSUM22 powerhouse panel @_FPAlpha @get_benjamin 💙💙
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