FP Alpha, the New York-based AI-powered planning platform built for financial advisors and enterprise firms, is reinforcing its leadership in the tax planning software space with its updated Tax Snapshot 3.0 tool.
The update is the third major iteration of a product designed to convert raw tax return data into a structured, visual client deliverable without relying on a general-purpose large language model to do it.
"Advisors don't just need visuals, they need trust," said Andrew Altfest, founder and CEO of FP Alpha. "Tax Snapshot 3.0 ensures that every client receives a clear, accurate, and consistent view of their tax situation, empowering advisors to scale meaningful conversations across their entire client base."
The platform's approach rests on what the company calls a human-in-the-loop validation engine. When the AI detects signs that input quality is compromised – poor scan quality or unusual formatting – the return is automatically routed to a human reviewer rather than pushed through with uncertain results. FP Alpha says validated outputs are returned to advisors within one business hour.
The new features being shipped in version 3.0 include drag-and-drop section reordering, expandable and collapsible presentation sections, and a suite of advanced visualizations covering business owner income, net investment income tax, additional Medicare tax, and portfolio composition. The tool's retirement-focused visuals now also show Medicare premium thresholds and Social Security brackets, including proximity to the next tier, in a format designed for client review rather than internal analysis.
The release arrives against a backdrop of intensifying competition in the tax planning software space, with the 2026 T3/Inside Information software survey identifying tax planning and specialist planning modules among the fastest-growing segments of the advisor tech stack.
Zocks, the privacy-first AI meeting assistant for financial services firms, and Conquest Planning announced a two-way integration that lets advisors create or update financial plans directly from information captured during client meetings and from uploaded documents.
The integration – Conquest's first with an AI assistant, and its – connects Zocks' conversation intelligence agents with Conquest's real-time financial planning engine, SAM (Strategic Advice Manager).
Client details captured by Zocks across meetings, emails, and documents – including family information, assets, income, insurance, and goals – can be pushed directly into Conquest to create or refresh a plan, the companies said.
"Historically, building proposals and financial plans took days or weeks after a client meeting because advisors had to review notes, gather documents, and perform data entry in multiple systems," said Mark Gilbert, CEO of Zocks. "With this partnership, advisors can move directly from client conversation to a complete financial plan much faster."
"Clients' financial lives do not stand still, and their advice should not either," added Brad Joudrie, CEO of Conquest Planning. "Advisors need planning tools that reflect what is happening in real time so they can deliver recommendations that stay relevant as clients' goals and priorities evolve."
The integration is being launched in both the United States and Canada. Canada-based Conquest has been clear about its plans for US expansion, which last year got a boost via a $60 million funding round from Goldman Sachs and Citigroup, among other backers.
Zocks and Conquest have each previously launched Model Context Protocol connections to Anthropic's Claude and OpenAI's ChatGPT – a data-sharing framework that enables AI systems to interact with external tools. The companies said they plan to integrate their respective protocol servers for bi-directional, real-time data exchange.
Amplify, the AI-native RIA operating platform built on a data lake architecture, announced a new integration with Wealthbox CRM, one of the most widely adopted client relationship management systems in the independent advisory market.
The integration allows data held in Wealthbox – names, addresses, email addresses, dates of birth, phone numbers – to flow automatically into Amplify's digital onboarding workflow, then continue through multi-custodial account opening, investment management, trading, and performance reporting. The goal, the company said, is to eliminate duplicate data entry across the client lifecycle.
Churni Bhattacharya, chief product officer at Amplify, said the integration reflects a deliberate product philosophy.
"Traditional all-in-one platforms offer a fixed menu where you either take what's built in or you go without. We build where building is the right answer, and we partner where partnering is," Bhattacharya said. "The layer underneath remains unchanged, including unified data, execution, and presentation across every module. That's the experience advisors actually want."
Wealthbox joins Redtail CRM, Goldman Sachs Custody Solutions, and DocuSign in Amplify's integration ecosystem, which the company describes as spanning CRM, custody, electronic signature, and model delivery.
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