Integrations /Financial Planning

Get started with Wealthbox + FP Alpha

Modern CRM integrated with AI-driven financial planning for the win!


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.


Blog Post

“Because FP Alpha integrates with Wealthbox, it helps advisors to turn their client data into personalized, actionable recommendations. It is a major timesaver, allowing allows advisors to focus on moving the needle for their clients.”

Andrew Altfest

CEO of FP Alpha

Get started with Wealthbox + FP Alpha

Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!