FP Alpha Partners with Wealthbox to Automate Questionnaires | Wealthbox CRM

Blog/ Partner Updates

FP Alpha Partners with Wealthbox to Automate Questionnaires

Link clients from FP Alpha to contacts in Wealthbox to transform client data into actionable financial planning insights.

May 12, 2021

Wealthbox + FP Alpha

Today Wealthbox is happy to announce a new partnership with FP Alpha, an AI-driven financial planning solution. Together we’re releasing an integration that allows financial advisors to import client data from Wealthbox to quickly and easily complete questionnaires in FP Alpha.

(Advisors: Sign up for the webinar hosted by Wealthbox and FP Alpha for a live demo.)

With this integration, FP Alpha users can link clients from FP Alpha to contacts in Wealthbox. FP Alpha users can transform their Wealthbox client data into actionable financial planning insights across 17 disciplines such as tax, estate, personal insurance, and more. This new integration saves advisors time and streamlines the financial planning process one step further.

Andrew Altfest, Founder and CEO of FP Alpha

“Technology integrations are critical to helping advisors best utilize the many technology solutions available to them today,” said FP Alpha’s Founder and CEO, Andrew Altfest. “By FP Alpha integrating with Wealthbox, it provides a way for advisors to turn their client data into personalized recommendations for their clients. In addition, it is a major timesaver and therefore allows advisors to focus on more client engagement activities.”

Amber Foreman, Director of Customer Success at Wealthbox

The integration makes advisors’ lives easier by reducing the need for manual data entry across systems. The ability to sync data from Wealthbox to FP Alpha greatly improves the customer experience for advisors and their clients. We’re happy to welcome FP Alpha to the growing Wealthbox ecosystem!”

Watch the Webinar

Wealthbox + FP Alpha

Join Wealthbox and FP Alpha to learn more about this integration at our live webinar on Wednesday, May 26th at 2:00 pm ET. Sign up now!

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