FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning

NEW YORK, June 3, 2025 /PRNewswire/ -- FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process.

This enhanced capability marks a significant evolution in how advisors approach estate planning. By harnessing advanced AI-powered data extraction, FP Alpha now delivers hundreds of data points—up from 30—directly from estate planning documents such as wills, trusts, and powers of attorney. Advisors can now perform a more thorough estate analysis, uncover key planning opportunities, and surface critical risks with greater accuracy and speed.

"Estate planning is one of the most overlooked yet impactful components of financial planning," said Andrew Altfest, CFP^®, Founder and CEO of FP Alpha. "With our enhanced Estate Insights feature, we're not just improving efficiency—we're equipping advisors to deliver a new level of value to their clients and redefine their role as proactive, holistic planners."

FP Alpha's Estate Insights 2.0 provides many benefits to advisors and their clients including:

• AI-Driven Estate Document Analysis
  Advisors can now unlock hundreds of data points from client and co-client documents, categorized by person, document type, and insight category.
  
  
• Simplified, Streamlined Workflow
  A redesigned questionnaire-driven experience enables advisors to select between Instant or In-Depth analyses, significantly reducing manual input and time spent on reviews.
  
  
• Smart Categorization of Insights
  New "Insight Tags" clearly label observations as:
• Analysis – Informational insights (e.g., governing law mismatches)
  
  
• Guidance – Actionable planning opportunities (e.g., lack of named successors)
  
  
• Enhanced Client Engagement
  Insights are presented in a visually intuitive, structured format that supports meaningful client conversations—strengthening trust and deepening relationships.

These enhancements also provide advisors with a clearer view of the estate plan to better inform recommendations, and the faster, more intuitive experience accelerates the advisor's ability to identify opportunities. Ultimately, the personalized, easy-to-understand, insights lead to more confident, engaged clients.

In addition to the clear benefits to the client, advisors and their firms also benefit. By surfacing estate gaps and collaborating with legal professionals, advisors can bring in more clients, generate more attorney referrals and connect with the Next Gen.

With this release, FP Alpha is not only transforming estate planning within firms but also driving innovation across the financial services industry. Estate Insights 2.0 is enabling a more data-driven, scalable, and compliant approach to estate planning—bridging the gap between financial planning and legal considerations.

"Advisors are looking for tools that help them deliver real value and stand out in a competitive landscape," said Rachel Schwab, Head of Product at FP Alpha. "This enhancement empowers them to do just that—while setting a new standard for estate planning excellence."

About FP Alpha

Founded by financial planner and industry leader, Andrew Altfest, CFP^®, FP Alpha is an AI-driven tax, estate and insurance planning solution that helps advisors identify actionable recommendations to clients, in a scalable, intelligent, and cost-efficient manner. FP Alpha is designed to integrate seamlessly into the many stages of the financial planning process and is complementary to the advisor's current financial planning software, starting where they stop. By leveraging AI learning and subject matter experts across 16 financial planning disciplines, including tax, estate and insurance, this innovative platform allows advisors to uncover new planning opportunities and provide clients with more holistic advice. For more information, please visit: www.fpalpha.com

SOURCE FP Alpha