Facet Expands Membership to Include Tax Preparation & Filing
September 26, 20255 min
Latest move makes integrated tax filing and planning a seamless part of Facet’s flat-fee membership, now serving 24,000+ members with $5 billion in assets
FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors
January 14, 20257 min
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 as tax and estate planning services) to their entire client base. Similar to their Estate Planning offering, this change allows advisors...