WealthStack Roundup: FP Alpha Releases P&C Snapshot
Also, GMO’s Nebo passes $1B in platform assets a year after launching.
Source: wealthmanagement.com
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FP Alpha announces the release of their P&C Snapshot, a first of its kind tool for financial advisors, that uploads home and auto insurance documents in record time
/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...
Source: prnewswire.com
Takeaways from the 2023 T3 Conference
Our technology columnist shares his thoughts on AI hysterics, as well as cybersecurity and some providers worth mentioning.
Source: wealthmanagement.com
FP Alpha announces first of its kind, P&C Snapshot, plus unbundled estate planning offering and The Estate Lab 2.0, giving financial professionals added choice for advanced planning solutions
/PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced several new developments today including unbundling of...
Source: prnewswire.com
AI wealth-tech firm, FP Alpha, launches first of its kind, Estate Planning Tool and Deliverable, The Estate Snapshot
/PRNewswire/ -- FP Alpha, an AI-driven planning solution for financial advisors, announced today the launch of their new tool, The Estate Snapshot, an...
Source: prnewswire.com