FP Alpha was founded in 2020 and is a US-based company. They are using AI natural language processing to assist financial advisers by automating the manual process of reading key tax, estate and insurance documents. Examples include tax returns, wills and P&C policies. The information from the documents can be summarised and populated in a back-office system. This software is currently not available in the UK, but they are working on adapting it for use in the UK market.
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
OTHER PRACTICE AREAS:
INSIGHTS:
