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features
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support

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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.

Description

RightCapital's platform simplifies complex financial scenarios, offering clarity, accuracy, and adaptability. It allows you to present various situations, conduct stress tests, and more, ensuring that your clients can envision their ideal lifestyles, such as enjoying mornings on the golf course and afternoons at the beach. By clearly demonstrating how an optimal tax-efficient distribution strategy can save them money, you will facilitate their understanding of withdrawal schedules and Roth conversions. Additionally, you can assist in safeguarding your clients against unexpected events like disability or death by assessing their needs in various circumstances and pinpointing strategies for their success. Leverage our specialized student loan module to compare different payment options, helping clients alleviate their student debt burdens or those of their children. With RightCapital, rest assured that you will receive the clarity, flexibility, and support essential for crafting effective financial plans that truly resonate with your clients' aspirations. Ultimately, your proactive guidance will empower your clients to achieve their financial dreams with confidence.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Nitrogen Yes 
Orion Yes 
Redtail CRM Yes 
Wealthbox Yes 
Addepar No 
Axos Invest No 
Black Diamond Wealth Platform No 
Blueleaf No 
Bridge No 
CircleBlack No 
Fidelity No 
Interactive Brokers No 
MoneyGuide Yes 
Morningstar No 
Morningstar Advisor Workstation No 
NetX360 No 
PreciseFP Yes 
Pulse No 
SmartOffice No 
TD Ameritrade No 

Integrations

Nitrogen Yes 
Orion Yes 
Redtail CRM Yes 
Wealthbox Yes 
Addepar Yes 
Axos Invest Yes 
Black Diamond Wealth Platform Yes 
Blueleaf Yes 
Bridge Yes 
CircleBlack Yes 
Fidelity Yes 
Interactive Brokers Yes 
MoneyGuide No 
Morningstar Yes 
Morningstar Advisor Workstation Yes 
NetX360 Yes 
PreciseFP No 
Pulse Yes 
SmartOffice Yes 
TD Ameritrade Yes 

Pricing Details

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

Pricing Details

$139.95 per month
Free Trial No 
Free Version Yes 

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 Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FP Alpha

Founded

2018

Country

United States

Website

fpalpha.com

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

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 

Product Features

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