FP Alpha announces First-of-Its-Kind NextGen Tax Insights now available, assisting financial advisors in their tax planning advice to clients
New AI-driven feature empowers financial advisors with tailored tax savings opportunities, enhancing client engagement and prospecting at a pivotal moment for the profession. FP Alpha, the AI-powered tax, estate, and insurance planning platform for financial advisors, today announced that their new offering, NextGen Tax Insights, is now live and available after a successful beta test […]