FP Alpha and eMoney announced a new integration Tuesday, through which advisors can sync client data from eMoney directly into FP Alpha’s estate planning system.
The integration enables automatic client data sharing, according to the announcement, eliminating manual entry and accelerating advanced planning workflows within the FP Alpha Estate Lab and NextGen Tax Insights offerings.
“This integration bridges two of the most powerful tools in an advisor’s tech stack,” Andrew Altfest, founder and CEO of FP Alpha, said in a statement. “Advisors can now instantly move from data collection to delivering actionable tax and estate planning insights, giving them back valuable time while enhancing their client experience and improving their ability to deliver tax saving advice.”
Once a client is imported from eMoney, FP Alpha automatically captures a comprehensive financial picture, including all key client details and family relationships, wealth across asset classes, and debts and obligations.
This approach allows advisors to provide clients with more robust tax insights and actionable tax savings ideas, according to the announcement.
“We know advisors value technology that works together seamlessly,” Altfest added. “Our integration with eMoney is another step in FP Alpha’s mission to help firms deliver advanced planning at scale with greater efficiency and precision.”
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