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March 27, 2024
/PRNewswire/ -- FP Alpha, an AI-driven advanced planning solution for financial advisors and PreciseFP, a client engagement and data gathering platform from...
December 19, 2023
/PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today their new integration with Orion Advisor Solutions,...
September 7, 2023
/PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today the release of their new P&C Snapshot, a first of its...
March 14, 2023
/PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced several new developments today including unbundling of...
May 3, 2022
/PRNewswire/ -- FP Alpha, an AI-driven planning solution for financial advisors, announced today the launch of their new tool, The Estate Snapshot, an...
January 20, 2022
/PRNewswire/ -- FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in...
January 20, 2022
/PRNewswire/ -- FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in...