FP Alpha, an AI-powered advanced financial planning platform, has announced significant enhancements to its Tax Projector tool designed to make sophisticated, forward-looking tax planning easier and more accessible for financial advisers.
The enhancements include Tax Projector Scenario Insights, which enables advisers to generate FP Alpha’s NextGen Tax Insights based on future client scenarios rather than relying solely on historical tax returns, and the Tax Projector Agent, an AI-powered experience that allows advisers to build and optimize tax scenarios using natural-language prompts.
Together, the capabilities expand FP Alpha’s ability to help advisers move beyond identifying tax-planning opportunities to more easily modeling potential decisions, understanding their implications and identifying actionable strategies for clients.
Altfest brings a distinctive perspective to the development of FP Alpha as both a practicing financial adviser and a wealth tech
