FP Alpha

Plans and prices

Every plan, in full

On the record

Authentication

All packages include two factor authentication.fpalpha.com · read 7 Oct 2026

Company

FP Alpha Inc lists its address as 445 Park Avenue, 6th Floor, New York, NY 10022; its story says Andrew Altfest and Luis Quiroz created the company.fpalpha.com · read 7 Oct 2026

Credits

Annual credits expire and reload annually; tax document review uses one credit, while one estate household review with multiple documents uses one credit, and purchased credit packs never expire.fpalpha.com · read 7 Oct 2026

Custom integrations

The pricing FAQ says FP Alpha offers an open API for custom integrations.fpalpha.com · read 7 Oct 2026

Deliverables

FP Alpha offers white-labeled, customized, actionable client recommendation reports.fpalpha.com · read 7 Oct 2026

Document analysis

Users upload client tax returns, estate plans, and insurance policies to receive summaries and guided insights within minutes.fpalpha.com · read 7 Oct 2026

Estate planning

The Estate Snapshot summarizes estate documents and visualizes how assets are set to pass, while the Estate Planning Lab models estate strategies and tax effects.fpalpha.com · read 7 Oct 2026

Insurance analysis

The Insurance Module reads personal insurance policies and identifies opportunities to reduce risk and cost, including potential home, umbrella, and auto coverage gaps.fpalpha.com · read 7 Oct 2026

Integrations

Named integration partners include eMoney, Envestnet | MoneyGuidePro, Orion, PreciseFP, Redtail, Salesforce, Wealthbox, and Nitrogen.fpalpha.com · read 7 Oct 2026

Intended users

FP Alpha offers annual licenses for sole practitioners, advisory teams, enterprise wealth management firms, CPA firms, and estate attorneys.fpalpha.com · read 7 Oct 2026

Purpose

FP Alpha uses AI and subject matter experts to help financial professionals deliver holistic planning advice.fpalpha.com · read 7 Oct 2026

Security

FP Alpha says it is SOC 2 Type 2 certified and has technical and organizational security measures to protect personal information.fpalpha.com · read 7 Oct 2026

Support

All packages include unlimited 1:1 customer support and onboarding and implementation support.fpalpha.com · read 7 Oct 2026

Tax tools

Tax features include Tax Snapshot, Tax Projector, and a Roth Conversion Simulator for comparing tax strategies and scenarios.fpalpha.com · read 7 Oct 2026

Alternatives to FP Alpha

CT CFS TaxToolsWindows O OptimlWeb T TaxCalcWindowsMac+1 CT Catalyst Tax InsightsWeb T TaxMoovWeb TT Tallyfor TaxCalcWeb I InsteadWeb TP Tax Planner ProWebAPI

Every alternative, ranked