Why organizations choose Snug over FP Alpha

FP Alpha is a planning insights engine - it reads existing documents, surfaces gaps, and recommends next steps. It doesn't create estate plans. In many cases FP Alpha and Snug are complementary: FP Alpha helps advisors identify clients who need estate planning, and Snug enables the creation and delivery of those plans under the advisor's brand. If you're evaluating FP Alpha as an alternative to Snug, they're solving different problems.