FP Alpha (Planner Edition)
AI for CFPs: curriculum-aligned analysis, gap detection, plan generation.
Overview
AI planning assistant specifically for CFP professionals. Analyzes client data against CFP curriculum standards, flags gaps, generates recommendations, and creates client-ready plans.
Key Features
- CFP curriculum alignment
- Planning gap detection
- Auto-generate recommendations
- Client-ready plan output
- Compliance checklists
- Continuing education tracking
Integrations
eMoneyMoneyGuideProRightCapitalCFP BoardWealthboxRedtail
Details
- Platforms
- Web, API
- Target Users
- CFP Professionals, Financial Planners, Planning Teams, Paraplanners
- Pricing Model
- Subscription
- Starting Price
- USD 199/mo
- Full Pricing Details
- From $199/mo per planner
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