FP Alpha (@_fpalpha) 's Twitter Profile
FP Alpha

@_fpalpha

Where AI meets financial planning.
Enabling advisors to transform client data into comprehensive financial plans.

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linkhttp://www.fpalpha.com calendar_today13-02-2020 18:23:28

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FP Alpha
@_fpalpha

a year ago

A special #techtuesday shoutout to #integration partners Salesforce Redtail Technology and Wealthbox CRM. We've added more data flows and different account types that strengthen our connections with each #CRM, turning data into actionable advice for advisors. hubs.la/Q02Lmcr30

A special #techtuesday shoutout to #integration partners <a href="/salesforce/">Salesforce</a> <a href="/RedtailCRM/">Redtail Technology</a> and <a href="/Wealthbox/">Wealthbox CRM</a>. We've added more data flows and different account types that strengthen our connections with each #CRM, turning data into actionable advice for advisors. hubs.la/Q02Lmcr30