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 planning.
Andrew Altfest, founder and CEO of FP Alpha, said his firm decided to unbundle the tax service after hearing more from advisors about a desire to only receive tax assistance.
Read the complete story on Wealth Management here.
