{"id":22452,"date":"2024-09-11T21:46:11","date_gmt":"2024-09-11T21:46:11","guid":{"rendered":"https:\/\/www.thinkadvisor.com\/2024\/09\/11\/fp-alpha-adds-automation-features-to-estate-lab-platform\/"},"modified":"2024-09-11T21:46:11","modified_gmt":"2024-09-11T21:46:11","slug":"fp-alpha-adds-automation-features-to-estate-lab-platform","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2024\/09\/11\/fp-alpha-adds-automation-features-to-estate-lab-platform\/","title":{"rendered":"FP Alpha Adds Automation Features to Estate Lab Platform"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/904438088\/0\/thinkadvisor\/\"><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2024\/03\/Andrew-Altfest_640x640.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2024\/03\/Andrew-Altfest_640x640.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p id=\"first-para\"><a href=\"https:\/\/www.thinkadvisor.com\/2024\/03\/14\/using-ai-to-give-clients-what-they-want-but-arent-getting\/\" target=\"_blank\" rel=\"noopener\">FP Alpha<\/a>, the wealth management technology firm, has made a series of enhancements to its Estate Lab offering, a central component of its estate planning module for financial advisors.<\/p>\n<p>The updates deliver new estate planning capabilities for financial advisors, according to the firm, including features to help them better project and quantify long-term asset growth during the legacy planning process.<\/p>\n<p>\u201cIn light of the upcoming <a href=\"https:\/\/www.thinkadvisor.com\/2024\/09\/04\/how-to-prepare-for-higher-tax-brackets-in-2026\/\">changes to the Tax Cuts and Jobs Act<\/a>, these enhancements are timelier and more impactful than ever,\u201d Andrew Altfest, CEO of FP Alpha, said in a statement. \u201cThe ability to project and quantify asset growth provides both advisors and clients with valuable insights for future estate planning decisions.\u201d<\/p>\n<p>The new projection capabilities allow users to input custom growth rates per asset and project balances over time, according to the announcement. This should allow advisors to provide clients with a clearer picture of how asset growth could affect&nbsp;<a href=\"https:\/\/www.thinkadvisor.com\/2023\/09\/15\/the-big-incoming-estate-tax-exemption-cut-is-just-one-legacy-planning-trend-to-follow\/\">estate tax liabilities<\/a> \u2014 and the amount of wealth passed to heirs.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>FP Alpha, the wealth management technology firm, has made a series of enhancements to its Estate Lab offering, a central component of its estate planning module for financial advisors. The updates deliver new estate&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":22453,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2024\/09\/fp-alpha-adds-automation-features-to-estate-lab-platform.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22452"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=22452"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22452\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/22453"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=22452"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=22452"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=22452"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}