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How do I enable the FP Alpha Integration?

Sydney Cordell
Sydney Cordell
  • Updated

Overview

FP Alpha is an AI-driven, comprehensive financial planning platform designed to help advisors scale and enhance the financial planning process by delivering actionable, personalized planning insights across areas like tax, estate, insurance, and more.

The FP Alpha integration with Wealthbox makes it easier for advisors to streamline workflows by seamlessly syncing client data and accessing deep planning tools without redundant data entry.

The link to the demo can be found here.

 

Key Features

  • Easily import Wealthbox contacts directly into FP Alpha with a few clicks

  • Eliminate the need for duplicate data entry when initiating financial planning within FP Alpha

  • Sync contact details to create a streamlined onboarding process in FP Alpha

  • Maintain up-to-date contact records for planning use

 

How to Enable the Integration

  1. Log in to FP Alpha: Go to https://app.fpalpha.com and sign in.
  2. Go to Integrations: Click your name or profile icon (top right), then choose “Integrations” from the menu.
  3. Find Wealthbox: Scroll through the list and find Wealthbox, then click “Connect” or “Enable”.
  4. Log in to Wealthbox: You’ll be asked to log in to your Wealthbox account. Enter your info and allow access when prompted.
  5. Link your clients: Once connected, you can start linking your FP Alpha clients to your Wealthbox contacts.

How Does the FP Alpha Integration Work?

The FP Alpha integration works by connecting your Wealthbox CRM contact records with FP Alpha's planning platform. Once connected, you can send contacts from Wealthbox directly into FP Alpha for immediate use within its planning modules. Basic contact information, such as name, email, phone number, and address, will transfer over. Please note that data sync is manual through the “Send to” action, and there is no ongoing automatic sync or refresh at this time. The integration also helps match client records based on contact information to prevent duplicates.

Pre-fill forms in FP Alpha using contact data from Wealthbox.

FP Alpha receives notifications about contact updates that may impact planning opportunities.