Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.
New York
Joined February 2020
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Forget the black cats and cracked mirrors — this Friday the 13th is your lucky day. We're about to take off for sunny SoCal and the 2024 Future Proof Festival! Join us for lots of swag, a special beverage hour and all things advanced planning. #conference #fridaythe13th
ALT palm tree on a light background
A special #techtuesday shoutout to #integration partners @salesforce @RedtailCRM and @Wealthbox. We've added more data flows and different account types that strengthen our connections with each #CRM, turning data into actionable advice for advisors.
hubs.la/Q02Lmcr30
ALT weekly tech updates
Our Asset Projections and Balance Sheet can show estate #tax liability and scenario planning in greater detail and multi-client households are shown more simply. The result: advisors can communicate easier with investors and show real value. #techtuesday hubs.la/Q02LlW0t0
ALT weekly tech updates
We're only a few weeks from one of the biggest events of the year — the #Wealthies! We're honored to be finalists in Estate Planning and Specialized Planning Application.
@wealth_mgmt @AAltfest @djamesarmstrong @Diana_Britton @ddjanowski @ShannonRosic
ALT wealthies award
Are you an advisor ready to leverage AI for smarter tax planning? Join our exclusive webinar, “From Tax Cuts to Client Wins”, on Aug 22, 2024, at 4 PM EDT
👉 Register Now: hubs.la/Q02Llvlj0
@RFGAdvisory @sspotswoodrfg #TaxPlanning #BusinessGrowth #AI #Webinar
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Continued updates on our General Questionnaire. Add custom beneficiaries, use net-worth range rather than exact amount and more. #techtuesday
Check out all our product updates in the Resource Center. If you're not using FP Alpha, schedule your demo here: hubs.la/Q02JgnD10
ALT weekly tech updates
Happy Independence Day! We celebrate the freedom, bravery, and unity that make our country truly special. 🇺🇸 #FourthOfJuly #IndependenceDay #USA
ALT statue of liberty on a light background
In this week's #techtuesday, we shoutout our partner @NitrogenWealth, who shares our goal of saving advisors time so they can focus on client relationships. If you're not using FP Alpha, check out all our integrations with your free demo: hubs.ly/Q02F5DKS0
ALT weekly tech updates
Check out this year's AI and Automation Summit, Wednesday, July 24 at 2:00 ET, an exclusive summit showcasing cutting-edge AI solutions tailored for financial advisors. hubs.la/Q02DTtWv0
@craigiskowitz @Pulse360 @VRGLwealth @orionwealthtech @snappykraken @arqa_ai
Ian Finnerty will appear on our partner RFG Tech talk this Wednesday to go over the latest FP Alpha enhancements and upgrades. If you're not using FP Alpha yet (RFG or other advisors!), we should talk. Click here to schedule your personal demo: hubs.la/Q02CPwF30
ALT advisors talking to each other