FP ALPHA UNVEILS RAPID TIME-SAVING UPGRADES TO ESTATE SNAPSHOT OFFERING
NEW YORK, Jan. 24, 2024 /PRNewswire/ -- FP Alpha, a trailblazer in AI assisted wealthtech solutions, is thrilled to announce significant enhancements to its unique Estate Snapshot offering. This innovative tool empowers financial advisors to efficiently summarize and visualize critical elements of a client's estate plan, simplifying the complexities of fiduciaries, beneficiaries, and asset distribution provisions.
- NEW YORK, Jan. 24, 2024 /PRNewswire/ -- FP Alpha, a trailblazer in AI assisted wealthtech solutions, is thrilled to announce significant enhancements to its unique Estate Snapshot offering.
- FP Alpha, an AI assisted wealthtech solution, announces significant enhancements to its Estate Snapshot offering.
- "Traditionally, FP Alpha's AI-driven Estate Snapshot involved document analysis by both AI and human experts, taking an average of 3-5 days," said Andrew Altfest, CEO and Founder of FP Alpha.
- The Advanced Estate Lab In addition to the Estate Snapshot upgrades, FP Alpha introduces a revamped Estate Lab with cutting-edge features.