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 […]