The tech provider is unbundling its tax services, as clients increasingly clamor for assistance from their advisors, according to CEO Andrew Altfest. FP Alpha is offering its tax service as a standalone product for advisors starting today. This unbundles FP Alpha’s tax services from its broader platform, which offers services for tax, estate and insurance […]

FP Alpha is releasing its FP Alpha Tax service as a standalone offering aimed at providing advisors with a scalable planning solution suitable for their entire client base. The unbundled approach aligns with FP Alpha’s broader strategy to support advisors in more ways, especially in tax and estate planning. Read more on ThinkAdvisor…

FP Alpha, the innovative AI-powered advanced planning platform, is excited to announce the launch of FP Alpha TAX, the platform’s popular tax offering, that is now available as a standalone product. This unbundling aligns with FP Alpha’s mission to provide financial advisors with cutting-edge tools to enhance their value proposition and offer advanced planning services (such […]