FP Alpha Teams Up With The Wealth Engineering Family of Companies
Orlando Florida, October 28, 2020 – The Wealth Engineering Family of Companies (WE) is pleased to announce its addition of the FP Alpha intuitively structured planning platform for its network of over 2,100 wealth advisory firms.
“We are excited to include the brilliantly bundled Platform created by the FP Alpha Team as a plug-n-play wealthtech offering thru our Expert Sourcing Consortium,” said WE Managing Partner and CEO, Nick Gregory, ChWE, CEBA, ChCCA. “This revolutionary Platform’s agile infrastructure seamlessly “bridges” the labor intensive gaps (advisory shadow work) between holistic planning, data/document gathering, workflow, tasking and recommendation development combined with dynamic client presentation and implementation design in a frictionless manner. Utilizing the Platform’s Dashboard, checklists and spreadsheets are gone forever. This connect-the-dots “bridge” coupled with its automated “key data extraction” from tax, estate, business and other documents allows advisors to recalibrate their practice ecosystems more efficiently. They can finally master-the-maze at scale.”
“Wealth managers are increasingly looking for ways in which to differentiate themselves to both their clients and prospects while showcasing the value they provide,” said Andrew Altfest, CEO and Founder of FP Alpha and President of Altfest Personal Wealth Management. “As an advisor myself, I am convinced that providing comprehensive financial planning to clients is essential, but we were challenged to do this at scale. We developed the FP Alpha platform to do just that. Through a combination of AI, subject matter experts and the advisor’s expertise, our tool is able to identify actionable planning opportunities across 17 financial disciplines, providing immense value to the client while allowing the advisor to scale their practice and generate more revenue.
With this announcement, FP Alpha joins an arsenal of best-of-breed expert sourcing firms to provide services to WEI’s network of wealth management firms, investment and insurance advisors and attorneys across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.
About FP Alpha: Founded by financial planner and industry leader, Andrew Altfest, CFP ®, FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients, in a scalable, intelligent, and cost-efficient manner. FP Alpha is designed to integrate seamlessly into the many stages of the financial planning process and is complementary to the advisor's current financial planning software, starting where they stop. By leveraging AI learning and subject matter experts across 17 financial planning disciplines, this innovative tool allows advisors to uncover new planning opportunities and provide clients with more holistic advice. For more information, please visit: https://fpalpha.com. Patent Pending.
About The Wealth Engineering Family of Companies: The WE Family of Companies serves over 2,100+ wealth management, accounting, investment, insurance and law firms across the nation. WE helps these professionals harmonize with the wealth ecosystems of families and businesses through the organization’s WealthEngineering and OpenOption Practice Engineering Programs in coordination with its Consortium of Independent Expert Sourcing Firms. WE is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. For more information about The Wealth Engineering Family of Companies, visit theWEInstitute.com or call 407.878.3520.