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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AWS Trusted Advisor is a web-based tool that offers real-time recommendations to assist you in configuring your resources in alignment with AWS best practices. By running checks, Trusted Advisor helps enhance your AWS setup, bolster security and performance, lower overall expenses, and keep an eye on service limits. Regularly utilizing the insights provided by Trusted Advisor is essential, whether you are initiating new processes, building applications, or seeking continuous improvement, as it aids in maintaining the optimal provisioning of your solutions. Users with AWS Basic Support and AWS Developer Support benefit from 6 security assessments (including S3 Bucket Permissions and IAM Use) along with 50 checks on service limits. Conversely, customers with AWS Business Support and AWS Enterprise Support gain access to the complete suite of 115 Trusted Advisor checks, comprising 14 for cost optimization, 17 related to security, 24 focusing on fault tolerance, 10 aimed at performance, and 50 that monitor service limits. This comprehensive approach ensures that users can maximize the efficiency and security of their AWS environments.

Description

FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

MoneyGuide No 
New Relic Yes 
Nitrogen No 
Orion No 
PreciseFP No 
Redtail CRM No 
Salesforce No 
Sophos Cloud Optix Yes 
Wealthbox No 

Integrations

MoneyGuide Yes 
New Relic No 
Nitrogen Yes 
Orion Yes 
PreciseFP Yes 
Redtail CRM Yes 
Salesforce Yes 
Sophos Cloud Optix No 
Wealthbox Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1,125 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Amazon

Founded

1994

Country

United States

Website

aws.amazon.com/premiumsupport/technology/trusted-advisor/

Vendor Details

Company Name

FP Alpha

Founded

2018

Country

United States

Website

fpalpha.com

Product Features

Cloud Management

Access Control Yes 
Billing & Provisioning No 
Capacity Analytics Yes 
Cost Management Yes 
Demand Monitoring Yes 
Multi-Cloud Management No 
Performance Analytics Yes 
SLA Management No 
Supply Monitoring No 
Workflow Approval No 

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Alternatives

Alternatives

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