FP Alpha Launches NextGen Tax Insights for Financial Advisors

October 29, 2025
FP Alpha has released NextGen Tax Insights, an AI-driven tool that provides financial advisors with personalized, data-backed tax insights for clients, following a successful beta test.

FP Alpha has launched NextGen Tax Insights, an AI-powered tool designed to help financial advisors offer personalized, data-driven tax planning advice, announced in a press release. The feature is now available following a successful beta period.

NextGen Tax Insights integrates data from tax returns, income, demographics, assets, and other financial details to generate client-specific recommendations. The system provides both quantitative outcomes and explanatory context, such as how recent tax law changes could affect individual clients.

The release follows FP Alpha’s earlier introduction of FP Alpha TAX, its standalone tax planning platform. The company stated that NextGen Tax Insights enables advisors to identify and communicate tax-saving opportunities more efficiently, especially during the year-end planning season.

FP Alpha will host a complimentary webinar on October 23 to demonstrate how financial advisors can incorporate NextGen Tax Insights into their client planning conversations.

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