September 11, 2023
Published by T3NewsADM at September 11, 2023
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Intention.ly 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
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September 7, 2023
Published by T3NewsADM at September 7, 2023
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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.
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September 7, 2023
Published by T3NewsADM at September 7, 2023
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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 […]
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January 19, 2023
Published by T3NewsADM at January 19, 2023
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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 […]
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January 20, 2022
Published by T3NewsADM at January 20, 2022
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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 […]
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April 15, 2021
Published by Joel Bruckenstein at April 15, 2021
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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 […]
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February 18, 2020
Published by T3NewsADM at February 18, 2020
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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 […]
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