FP Alpha
AutomatedAI-powered all-in-one planning solution for advisors covering tax, estate, and insurance planning.
FP Alpha has 5 plans: paid plans from $870/year and custom pricing for larger teams. We have not recorded a price change.
FP Alpha plans and prices
All-In-One Planning Solution
yearly$166.25/mo
billed annually · $1,995/yr
- Snapshots Included — 55 Snapshots
- Tax Snapshots — 35 Tax Snapshots
- Estate Snapshots — 10 Estate Snapshots
- Insurance Snapshots — 10 Insurance Snapshots
- Unlimited 1:1 customer support
- Onboarding and implementation support
- Access to exclusive FP Alpha user webinars
- Access to exclusive FP Alpha legislation summaries
Show all 17 featuresShow fewer
- Access to all available integrations at no extra cost
- State tax and estate analysis included at no extra cost
- Unlimited logins
- Usage dashboard
- Custom permissions
- Custom Reports
- Credit Trackers per area
- Learning resource center
- Two factor authentication
Tax Planning
yearly$93.75/mo
billed annually · $1,125/yr
$1,125 / 75 Credits
- yearly$181.25/mobilled annually ($2,175/yr)
- yearly$291.67/mobilled annually ($3,500/yr)
- yearly$562.50/mobilled annually ($6,750/yr)
- yearly$812.50/mobilled annually ($9,750/yr)
- AI-driven tax planning tools
- 75 Snapshots — 75
- Tax Snapshot
- NextGen Tax Insights
- Roth conversion
- Tax Wrap Preparation
- Tax Projector
Estate Planning
yearly$149.17/mo
billed annually · $1,790/yr
$1,790 / 10 Credits
- yearly$298.33/mobilled annually ($3,580/yr)
- yearly$447.50/mobilled annually ($5,370/yr)
- yearly$596.67/mobilled annually ($7,160/yr)
- yearly$745.83/mobilled annually ($8,950/yr)
- AI-powered estate planning module
- 10 Snapshots — 10
- Estate Snapshot
- Estate Insights
- Estate Lab
Insurance Planning
yearly$72.50/mo
billed annually · $870/yr
$870 / 30 Credits
- yearly$145/mobilled annually ($1,740/yr)
- yearly$217.50/mobilled annually ($2,610/yr)
- yearly$290/mobilled annually ($3,480/yr)
- AI-powered insights that evaluate P&C coverage
- Uncover liability gaps
- Simplify complex policies
- P&C Snapshots, P&C Insights
Enterprise
Custom
- Unlimited user logins
- Manage permissions
- Track usage
- Customize by team or office
Price history
Last 0 recorded changes
No price changes recorded yet.
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