Related Products
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About
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.
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About
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial-advisory firms and wealth-management professionals searching for a tool to deliver holistic, document-driven planning across tax, estate and insurance domains and scale advisory services
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Audience
Financial advisors, CPAs, and wealth managers seeking an automated, intelligent platform to streamline tax analysis, expand planning capabilities, and deliver deeper client value
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$1,125 per month
Free Version
Free Trial
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Pricing
$449 per year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFP Alpha
Founded: 2018
United States
fpalpha.com
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Company InformationHolistiplan
Founded: 2019
United States
www.holistiplan.com
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Alternatives |
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Categories |
Categories |
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Integrations
MoneyGuide
Moneytree
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox
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Integrations
MoneyGuide
Moneytree
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox
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