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FP Alpha
In one line: AI that reads clients' tax, legal and insurance documents and surfaces planning insights.
| Best for | Advanced planning across tax, estate and insurance |
|---|---|
| Category | Tax return & document analysis |
| Free option | Not confirmed; check vendor site |
| Pricing | From $870/yr · See all plans (as of October 21, 2026) |
| Website | fpalpha.com/ |
| Last checked | October 21, 2026 |
What it does
FP Alpha's AI reads uploaded client documents, summarizes key data and identifies actionable planning insights, with visual reports for client meetings.
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Alternatives to FP Alpha
Holistiplan
Spotting tax planning opportunities from a return
Nitrogen
Risk-tolerance conversations and proposals
Compare: Holistiplan vs FP Alpha · FP Alpha vs Nitrogen
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FAQ
What is FP Alpha?
AI that reads clients' tax, legal and insurance documents and surfaces planning insights.
Who is FP Alpha best for?
Advanced planning across tax, estate and insurance. It is in our tax return & document analysis category.
How much does FP Alpha cost?
As of October 21, 2026, FP Alpha's website lists: All-in-one planning, $1,995/year; Tax planning, From $1,125 for 75 credits; Estate planning, From $1,790 for 10 credits; Insurance planning, From $870 for 30 credits.
What are alternatives to FP Alpha?
Holistiplan, Nitrogen.