michael.pendergrass
Acronym
FP Alpha
Product ID
FP-Alpha
Description

Where AI meets financial planning. Enabling Advisors to Transform Client Data into Comprehensive Financial Plans.

Images
Image
FPAlpha1
Image
FPAlpha_2
Image
FPalpha3
Features

Where AI meets financial planning. Enabling Advisors to Transform Client Data into Comprehensive Financial Plans:

FP Alpha is an AI-driven, holistic financial planning solution that reads wills, trusts, tax returns, and insurance policies to instantly summarize the data, identify actionable planning insights, and quantify the value of the advice across 16 disciplines, all while remaining completely complementary to current retirement planning software.

Vendors
FP Alpha
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Financial Planning
Ad Hoc Tags
scroll50-dblclk
reii-genst
DoubleClick Tags
reii
genlp

Read more about Schwab's privacy policy.

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.