WealthManagement.com – March 2024

Andrew Altfest, CFP®, explains how leveraging AI enables FP Alpha to streamline the analysis of legal documents, tax returns, and insurance policies, providing advisors with visual summaries and actionable insights to share with clients in this video live from the 2024 T3 Conference held in Las Vegas January 22-25, 2024.

Watch the video: Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning.

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