Business Insider

FP Alpha, the AI driven advanced planning solution for financial advisors, completes significant integration with wealthtech powerhouse, Orion.

NEW YORK, Dec. 19, 2023 /PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced today their new integration with Orion Advisor Solutions, the premier ...
Morningstar

FP Alpha Announces Key Integration with eMoney; Streamlining Estate and Tax Planning for Financial Advisors

NEW YORK, Nov. 18, 2025 /PRNewswire/ --FP Alpha, the AI-driven tax, estate and insurance planning tool for financial advisors, today announced the successful integration of its platform with eMoney ...
Financial Planning

FP Alpha unveils integration with eMoney

AI-driven tax, estate and insurance solution FP Alpha announced a direct integration with financial planning platform eMoney on Tuesday. Processing Content Before the direct integration with eMoney, ...
Business Insider

AI wealth-tech firm, FP Alpha, announces largest integration to date, with automated engagement and onboarding platform, PreciseFP

NEW YORK, Sept. 13, 2022 /PRNewswire/ -- FP Alpha, an AI-driven holistic planning solution for financial professionals, announced today their integration with PreciseFP, which will allow advisors to ...