FP Alpha launches planning-led prospecting tool

The tool, Prospect Accelerator, covers areas including tax, estate and insurance opportunities.

FP Alpha, an AI-driven financial planning solution for financial advisers, has launched a planning-led prospecting tool it calls the Prospect Accelerator.

The tool lets advisers deliver a teaser report that containing a prospect’s financial wellness score and specific planning opportunities.

“Currently, adviser prospecting tools are limited to investments, and to a lesser extent traditional financial planning,” Andrew Altfest, founder of New York-based FP Alpha, said in a statement. “There is nothing that covers tax, estate and insurance opportunities like the Prospect Accelerator.”

[More: New clients are the key to your practice’s value]

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