Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning

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FP Alpha is reshaping the landscape of financial planning by automating complex areas such as estate, tax, and insurance planning, traditionally bogged down by manual processes and non-tech-enabled workflows. Andrew Altfest, CFP^®, explains how leveraging AI enables FP Alpha to streamline the analysis of legal documents, tax returns, and insurance policies, providing advisors with visual summaries and actionable insights to share with clients.