At FP Alpha, we want all of our users to be successful in leveraging our platform to deliver superior advice to their clients.
Which is why every FP Alpha user has unlimited access to a dedicated Customer Success Manager to ensure you have assistance every step of the way.
Your Customer Success Manager will:
Contact Support
April 13, 2026
Advisor-CPA relationships have always been beneficial for clients, but they can be challenging to build initially. While clients want coordinated advice, CPAs and advisors intentionally maintain clear lines of support...
April 10, 2026
Tax planning often fails not because advisors lack expertise, but because clients struggle to follow the reasoning behind recommendations.
April 8, 2026
For years, estate planning lived on the edges of the financial advice process. It mattered, but it rarely felt urgent. It was valuable, but hard to scale. Most firms deferred it to attorneys, reviewed documents only when clients asked, and handled inconsistently across a book of business...
April 1, 2026
Tax planning has become one of the clearest ways advisors demonstrate value. According to Kitces’ AdvisorTech research, tax planning software is now one of the fastest-growing technology categories among advisors, with adoption approaching 70 percent and satisfaction scores among the highest of any planning tool.
March 25, 2026
One of the fastest ways to undermine a tax planning conversation is to present a single “right answer.”
Clients know their financial lives are more complex than that; industry research supports this intuition.
In fact, Kitces studies have shown that...
March 3, 2026
For years, tax planning has been treated as a seasonal obligation: prepared for in Q4 and mentally shelved after April until the next year. But industry data suggests that model is no longer aligned with how top-performing firms operate.
January 20, 2026
Ultra-high-net-worth clients have advisors for everything—investments, tax strategy, estate planning, and private banking. But few advisors take ownership of the entire risk picture, especially when it comes to insurance planning for families with more complex needs...
November 21, 2025
I believe time is the most valuable resource in wealth management. But too often, it gets consumed by tasks that don’t directly serve clients. Tax returns, insurance policies, and estate documents demand hours of review, leaving less room for the conversations that matter most...
August 26, 2025
At Burt Wealth Advisors, we’ve always believed that technology should enhance, not replace, the human touch in financial planning. A recent experience reminded me just how powerful that combination can be...
February 22, 2022
“Financial planning” is a broad umbrella term and can be somewhat ambiguous, covering everything from saving for retirement, Social Security optimization, paying for college, buying a house and much more. And most holistic focused advisors are able to address these issues.
November 18, 2022
In this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months!
August 11, 2022
In today’s podcast, Doug talked with Andrew about his background and how he got the idea for this innovative product. They also discussed: Andrew’s background growing up in a family of advisors, the solutions FP Alpha provides to advisors and the journey of its creation, why tax planning and estate planning are key areas to providing holistic advice, and more.
July 21, 2022
In this episode of NEXT, Mark Bruno, managing director at Informa Wealth Management, speaks with Andrew Altfest, president of Altfest Personal Wealth Management and founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients.
May 4, 2021
In this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner.
Conduct a detailed analysis to estimate future tax payments and potential implications of your client’s current tax status.
Automatically optimize the dollar amount and number of years for the conversion to maximize the Roth benefit while also quantifying advisor value with a hard dollar amount.
Conduct a detailed analysis to estimate future tax payments and potential implications of your client’s current tax status.
Providing advisors a scalable way to summarize and visualize key components of a client’s estate plan including the distribution of assets and significant individuals named, simply by uploading their legal documents
Model alternative estate scenarios, incorporating various vehicles, quantifying the value of state and federal estate tax reduction strategies.
Utilize our tax pyramid to help clients visualize their current tax bracket, taxable income and capital gains rate to ensure that they optimize their bracket.
A white labeled and customized, actionable service plan for advisors to engage clients and provide impactful plan updates.
A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions
