FP Alpha
AutomatedAI-powered all-in-one planning solution for advisors covering tax, estate, and insurance planning.
Active plans
5
Total changes
5
Last change
Jun 5, 2026
Price trend
no history
What we know about FP Alpha’s pricing
Moderately activeChanges in 12 months
5
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Pricier than 94% of Finance & Accounting tools (1721 compared)
Current pricing
All-In-One Planning Solution
yearly$166.25/mo
billed annually · $1,995/yr
$1,995/year
- 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
- 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$562.5/mobilled annually ($6,750/yr)
- yearly$812.5/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$447.5/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$72.5/mo
billed annually · $870/yr
$870 / 30 Credits
- yearly$145/mobilled annually ($1,740/yr)
- yearly$217.5/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
customCustom
- Unlimited user logins
- Manage permissions
- Track usage
- Customize by team or office
Price history
Last 5 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 5, 2026 | Enterprise | new plan | — | — | — |
| Jun 5, 2026 | Insurance Planning | new plan | — | $870 | — |
| Jun 5, 2026 | Estate Planning | new plan | — | $1,790 | — |
| Jun 5, 2026 | Tax Planning | new plan | — | $1,125 | — |
| Jun 5, 2026 | All-In-One Planning Solution | new plan | — | $1,995 | — |
Similar to FP Alpha.
No confirmed competitors yet. These are Finance & Accounting products at a similar price, matched automatically — not verified alternatives.