Integrations /Financial Planning
Get started with Wealthbox + FP Alpha
Modern CRM integrated with AI-driven financial planning for the win!
Integrations /Financial Planning
Modern CRM integrated with AI-driven financial planning for the win!
Overview
FP Alpha is an AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner. 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.
Pre-fill forms in FP Alpha using contact data from Wealthbox.
FP Alpha receives notifications about contact updates that may impact planning opportunities.
Resources
“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.””
Andrew Altfest
CEO of FP Alpha
Ready to try? Start your 30-day free trial now. Or schedule a demo.
Let’s do this!
