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SPECIFICTION
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FP Alpha

fpalpha.com

From $166.25/mo WebAPI
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Spec score 7.7 #10 of 27 in Tax Planning Software

Spec sheet

Purpose
FP Alpha uses AI and subject matter experts to help financial professionals deliver holistic planning advice.Read 7 Oct 2026 · fpalpha.com
Intended users
FP Alpha offers annual licenses for sole practitioners, advisory teams, enterprise wealth management firms, CPA firms, and estate attorneys.Read 7 Oct 2026 · fpalpha.com
Integrations
Named integration partners include eMoney, Envestnet | MoneyGuidePro, Orion, PreciseFP, Redtail, Salesforce, Wealthbox, and Nitrogen.Read 7 Oct 2026 · fpalpha.com
Security
FP Alpha says it is SOC 2 Type 2 certified and has technical and organizational security measures to protect personal information.Read 7 Oct 2026 · fpalpha.com
Support
All packages include unlimited 1:1 customer support and onboarding and implementation support.Read 7 Oct 2026 · fpalpha.com
Headquarters
445 Park Avenue, 6th Floor, New York, NY 10022Read 28 Sep 2026 · fpalpha.com
Company
FP Alpha Inc lists its address as 445 Park Avenue, 6th Floor, New York, NY 10022; its story says Andrew Altfest and Luis Quiroz created the company.Read 7 Oct 2026 · fpalpha.com
Authentication
All packages include two factor authentication.Read 7 Oct 2026 · fpalpha.com
Credits
Annual credits expire and reload annually; tax document review uses one credit, while one estate household review with multiple documents uses one credit, and purchased credit packs never expire.Read 7 Oct 2026 · fpalpha.com
Custom integrations
The pricing FAQ says FP Alpha offers an open API for custom integrations.Read 7 Oct 2026 · fpalpha.com
Deliverables
FP Alpha offers white-labeled, customized, actionable client recommendation reports.Read 7 Oct 2026 · fpalpha.com
Document analysis
Users upload client tax returns, estate plans, and insurance policies to receive summaries and guided insights within minutes.Read 7 Oct 2026 · fpalpha.com
Estate planning
The Estate Snapshot summarizes estate documents and visualizes how assets are set to pass, while the Estate Planning Lab models estate strategies and tax effects.Read 7 Oct 2026 · fpalpha.com
Insurance analysis
The Insurance Module reads personal insurance policies and identifies opportunities to reduce risk and cost, including potential home, umbrella, and auto coverage gaps.Read 7 Oct 2026 · fpalpha.com
Tax tools
Tax features include Tax Snapshot, Tax Projector, and a Roth Conversion Simulator for comparing tax strategies and scenarios.Read 7 Oct 2026 · fpalpha.com

Plans and prices

All-In-One Planning Solution $1,995 a year $1,995/YEAR; prices are listed annually 55 Snapshots: 35 Tax · 10 Estate · 10 Insurance; larger bundles available; unlimited logins Read 7 Oct 2026 · fpalpha.com
Enterprise Priced on request Custom pricing based on usage needs Unlimited user logins Read 7 Oct 2026 · fpalpha.com
Estate Planning Price not published Prices are listed annually; contact sales for pricing 10 Snapshots; all household documents covered by one Snapshot Read 7 Oct 2026 · fpalpha.com
Insurance Planning Price not published Prices are listed annually; contact sales for pricing 30 Snapshots; home, umbrella, and auto documents covered by Snapshots Read 7 Oct 2026 · fpalpha.com
Tax Planning Price not published Prices are listed annually; contact sales for pricing 75 Snapshots; one tax document per Snapshot Read 7 Oct 2026 · fpalpha.com

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