wealth management industry leader
Andrew Altfest, Wealth Management Industry Leader
FP Alpha, an AI-powered technology solution for financial advisors, was launched today by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is the first comprehensive wealth management platform to utilize artificial intelligence (AI). The software enables advisors to transform financial planning into comprehensive wealth management by streamlining financial planning processes and offering more services to clients. Designed to easily integrate with financial planning software on the market today, the firm's technology allows advisors to scale efficiently and decrease the burden of time-consuming spreadsheets, checklists and labor-intensive tasks – enabling them to save time in the process and add more value to client relationships. By reducing laborious, manual tasks within wealth management services and financial planning processes, FP Alpha helps advisors deploy high impact and personalized recommendations to clients in a scalable, intelligent and cost-efficient manner.