September 11, 2023 Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms

Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience
September 7, 2023

GLASfunds, a Leading Alternative Investment Platform, Acquires Fund Formation Group

The alternative investment platform will now service Fund Formation Group clients, and founder Thomas Haynes will join GLASfunds as Director of Business Development.
September 7, 2023

FP Alpha announces the release of their P&C Snapshot, a first of its kind tool for financial advisors, that rapidly uploads home and auto insurance documents

FP Alpha, an AI-driven advanced planning platform for financial advisors, has announced the release of their new P&C Snapshot, a first of its kind tool that […]
January 19, 2023

FP Alpha releases 2nd Generation Roth Conversion tool, The Roth Conversion Simulator

Allows advisors to instantly optimize, visualize, and quantify Roth conversions  FP Alpha, an AI-driven advanced planning platform for financial advisors has released the next iteration of […]
January 20, 2022

Envestnet | MoneyGuide, FP Alpha Announce Integration

Empowers Advisors to Offer More Personalized Advice FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial […]
April 15, 2021

FP Alpha Celebrates “Tax Day” With Release of Roth Conversion Simulator

A Simple, Elegant Solution to the Roth Conversion Calculation By Joel Bruckenstein, CFP Although we have a reprieve until May this year, April 15th is traditionally […]
February 18, 2020

Andrew Altfest Launches New AI-Driven Advisor Technology, FP Alpha

FP Alpha, an AI-powered technology solution for financial advisors, was launched today by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is the first […]