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]
How to use artificial intelligence to make advice businesses better
Learn more about reprints and licensing for this article.
