Meet FP Alpha: The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.
ABOUT FP Alpha
FP Alpha’s proprietary technology helps you move from financial planning to comprehensive wealth management. Stay ahead of the wave with the industry’s first intelligent planning solution. For more information, visit the FP Alpha website here.
WHAT ARE THE INTEGRATION POINTS BETWEEN FP ALPHA AND REDTAIL CRM?
FP Alpha’s integration with Redtail allows users to bi-directionally sync contact data between the two platforms.
DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.