Wealthbox + FP Alpha

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

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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

Recorded webinar

AI-Driven Financial Planning + CRM: A Webinar on the FP Alpha + Wealthbox Integration

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Blog post

FP Alpha Partners with Wealthbox to Automate Questionnaires

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Andrew Altfest
“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

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