Tax Tech Stress Test: Is Your Tax Planning Software Keeping Up?

Can your tax planning software do more than analyze last year’s return?

“Human in the Loop”: Which Humans? What Loop?

As AI adoption grows increasingly pervasive across wealth management, more solution providers are leveraging the verbal safety net of “human in the loop” to establish trust and credibility.

FP Alpha FAQ: AI Accuracy, Data Security, and Getting Started

We’ve put together a list of the most common questions we hear from firms evaluating the FP Alpha platform for accuracy, security, integration, and onboarding. If you don’t see your question below, feel free to reach out to our team.

Rethinking Estate Planning: How Advisors Can Deliver More Value with the Right Technology

Estate planning remains one of the most valuable services advisors can offer, yet many firms struggle to deliver it consistently. Learn how modern estate planning technology helps financial advisors transform complex legal documents into actionable insights, uncover planning opportunities, improve client conversations, and scale estate planning across their entire client base.

Bringing Estate Planning to the Center of Your Advisory Process

Too many advisors wait for a client to bring up estate planning—or worse, avoid it entirely because it’s outside of their comfort zone. 
But you could become your clients’ most trusted advisor if you had some way of folding estate planning discussions into your regular client touchpoints…

Why Elite Advisors Think in Scenarios, Not Single-Year Tax Outcomes

One of the fastest ways to undermine a tax planning conversation is to present a single “right answer.”
Clients know their financial lives are more complex than that; industry research supports this intuition.
In fact, Kitces studies have shown that…