Founded by financial planner and industry leader, Andrew Altfest, CFP ®, FP Alpha is an
AI-driven holistic comprehensive planning solution that helps advisors identify
actionable recommendations to clients, in a scalable, intelligent, and cost-efficient
This integration is key as it allows critical data such client details, assets, liabilities, and
insurance policy information to be imported from PreciseFP, a leader in data gathering and
onboarding of clients, flowing directly into the FP Alpha platform to further automate the
advanced planning process.
To enable this integration, in FPAlpha, please go to Settings > Integrations > and hit “Connect” under PreciseFP. If you need help, please reach out to firstname.lastname@example.org.