For example, in large corporations, investing in AI is a strategic way to optimize performance and future-proof operations. AI optimizes processes in forecasting, strategic planning, financial close, ...

FP Alpha, a provider of AI-assisted planning software, has announced a partnership to reduce a key headache for financial advisors as they provide advanced planning solutions to clients. The AI ...

FP Alpha, an AI-driven advanced planning solution for financial advisors and PreciseFP, a client engagement and data gathering platform from Docupace, announced today a strategic partnership that ...

PreciseFP and Holistiplan, two prominent players in the planning fintech space, have forged an alliance to help ease the notoriously irksome process of tax data collection for financial advisors.

FP Alpha was the 2022 Winner of the WealthManagement.com Industry award for Innovative Technology Platforms: New Applications. For more information, please visit: https://fpalpha.com. Patent Pending.