
FP Alpha
@_fpalpha
Where AI meets financial planning.
Enabling advisors to transform client data into comprehensive financial plans.
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http://www.fpalpha.com 13-02-2020 18:23:28
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We're only a few weeks from one of the biggest events of the year — the #Wealthies! We're honored to be finalists in Estate Planning and Specialized Planning Application. WealthManagement.com Andrew Altfest David Armstrong Diana Britton Davis Janowski Shannon Rosic
