Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
At Rocket Lawyer, we are committed to providing accessible and straightforward legal services for everyone. We believe that laws should serve to protect and empower individuals; however, many find themselves unable to access legal support due to prohibitively high costs and complicated processes. To address this issue, we have been making a difference since 2008, assisting over 25 million individuals and organizations in securing the legal resources they require at an affordable price. Our platform allows you to create legal documents for a variety of needs, guiding you through questions to tailor the document to your specifications. You can easily obtain swift responses from qualified lawyers for any legal inquiries or request a review of your document by an On Call attorney. By initiating your Premium Membership today, you can access reliable legal services that fit within your budget. You can also securely share documents with your attorney and safely sign and store contracts online, ensuring a smooth legal experience. Moreover, our incorporation specialists are available to discuss your options, providing you with the comprehensive support you need.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
99designs
No
MoneyGuide
Yes
Monster
No
Nitrogen
Yes
Orion
Yes
PreciseFP
Yes
Redtail CRM
Yes
Salesforce
Yes
Traklight
No
Wealthbox
Yes
Integrations
99designs
Yes
MoneyGuide
No
Monster
Yes
Nitrogen
No
Orion
No
PreciseFP
No
Redtail CRM
No
Salesforce
No
Traklight
Yes
Wealthbox
No
Pricing Details
$1,125 per month
Free Trial
No
Free Version
No
Pricing Details
$9.99 per document
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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)
No
In Person
No
Vendor Details
Company Name
FP Alpha
Founded
2018
Country
United States
Website
fpalpha.com
Vendor Details
Company Name
Rocket Lawyer
Founded
2008
Country
United States
Website
www.rocketlawyer.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
Business Filing
Annual Reports
Yes
Business Licenses
Yes
Copyright
Yes
Corporate Dissolution
Yes
Corporation (C Corp)
Yes
Doing Business As (DBA)
Yes
Limited liability company (LLC)
Yes
Nonprofit
Yes
Operating Agreements
Yes
Patents
Yes
Registered Agent Services
Yes
S Corp
Yes
Sole Proprietorship
Yes
Trademark Registration
Yes