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Tech riderRev. 7 Oct 2026

FP Alpha

Ch 126.5of 28 Tax Planning Software
  1. 1Runs onAPI, Web
  2. 2Costspaid from $166.25/mo
  3. 3Scenario modelingYes
  4. 4Multi-year projectionYes
  5. 5Data importYes
  6. 6Client collaborationYes
6 lines stated Written from the maker's own pages: fpalpha.com
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The FP Alpha homepage

Overview

FP Alpha is ranked #12 of 28 in tax planning software on Specifiction. It runs on API, Web. There is no free plan. Paid plans start at $166.25/mo.

FP Alpha plans and pricing

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

Compared on tax planning software

Free plan
Nofpalpha.com
Scenario modeling
Yesfpalpha.com
Multi-year projection
Yesfpalpha.com
Data import
Yesfpalpha.com
Client collaboration
Yesfpalpha.com

Facts

Purpose
FP Alpha uses AI and subject matter experts to help financial professionals deliver holistic planning advice.fpalpha.com · 7 Oct 2026
Document analysis
Users upload client tax returns, estate plans, and insurance policies to receive summaries and guided insights within minutes.fpalpha.com · 7 Oct 2026
Tax tools
Tax features include Tax Snapshot, Tax Projector, and a Roth Conversion Simulator for comparing tax strategies and scenarios.fpalpha.com · 7 Oct 2026
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.fpalpha.com · 7 Oct 2026
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.fpalpha.com · 7 Oct 2026
Deliverables
FP Alpha offers white-labeled, customized, actionable client recommendation reports.fpalpha.com · 7 Oct 2026
Integrations
Named integration partners include eMoney, Envestnet | MoneyGuidePro, Orion, PreciseFP, Redtail, Salesforce, Wealthbox, and Nitrogen.fpalpha.com · 7 Oct 2026
Custom integrations
The pricing FAQ says FP Alpha offers an open API for custom integrations.fpalpha.com · 7 Oct 2026
Security
FP Alpha says it is SOC 2 Type 2 certified and has technical and organizational security measures to protect personal information.fpalpha.com · 7 Oct 2026
Authentication
All packages include two factor authentication.fpalpha.com · 7 Oct 2026
Support
All packages include unlimited 1:1 customer support and onboarding and implementation support.fpalpha.com · 7 Oct 2026
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.fpalpha.com · 7 Oct 2026
Intended users
FP Alpha offers annual licenses for sole practitioners, advisory teams, enterprise wealth management firms, CPA firms, and estate attorneys.fpalpha.com · 7 Oct 2026
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.fpalpha.com · 7 Oct 2026

Company

Headquarters
445 Park Avenue, 6th Floor, New York, NY 10022fpalpha.com · 28 Sept 2026

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Where it ranks on Specifiction

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