FP Alpha, the New York-based provider of AI-powered planning software for financial advisors and enterprise firms, has released the third major version of its Tax Snapshot tool. The update, dubbed Tax Snapshot 3.0, aims to convert raw tax return data into a structured, visual client deliverable without relying on a general-purpose large language model. The company emphasizes a human-in-the-loop validation engine that routes returns to human reviewers when the AI detects poor scan quality or unusual formatting, returning validated outputs within one business hour.
Andrew Altfest, founder and CEO of FP Alpha, stated that the tool is designed to build trust by ensuring each client receives a clear, accurate, and consistent view of their tax situation. New features in version 3.0 include drag-and-drop section reordering, expandable and collapsible presentation sections, and advanced visualizations covering business owner income, net investment income tax, additional Medicare tax, and portfolio composition. Retirement-focused visuals now display Medicare premium thresholds and Social Security brackets, including proximity to the next tier, formatted for client review rather than internal analysis.
The release comes amid growing competition in tax planning software. The 2026 T3/Inside Information software survey identified tax planning and specialist planning modules as among the fastest-growing segments of the advisor tech stack.
Zocks and Conquest Integration
Zocks, a privacy-first AI meeting assistant for financial services firms, and Conquest Planning have launched a two-way integration that allows advisors to create or update financial plans directly from information captured during client meetings and uploaded documents. This marks Conquest's first integration with an AI assistant. The integration 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. Mark Gilbert, CEO of Zocks, noted that historically, building proposals and financial plans took days or weeks after a client meeting due to manual note review, document gathering, and data entry. Brad Joudrie, CEO of Conquest Planning, added that clients' financial lives do not stand still, and advice should reflect real-time changes.
The integration is launching in both the United States and Canada. Canada-based Conquest has been pursuing U.S. expansion, boosted by a $60 million funding round from Goldman Sachs and Citigroup, among others. Both Zocks and Conquest have previously launched Model Context Protocol connections to Anthropic's Claude and OpenAI's ChatGPT, and they plan to integrate their respective protocol servers for bi-directional, real-time data exchange.
Amplify and Wealthbox CRM Integration
Amplify, an AI-native RIA operating platform built on a data lake architecture, has announced a new integration with Wealthbox CRM, a widely adopted client relationship management system in the independent advisory market. The integration allows data held in Wealthbox—names, addresses, email addresses, dates of birth, and 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 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: building where building is the right answer and partnering where partnering is. The underlying data layer remains unchanged, including unified data, execution, and presentation across every module.
For broader context on fintech trends, see Global Fintech Revenue Hits $504B in 2025, Trading and Investments Lead 38% Surge. Additionally, the rise of AI in financial services is highlighted in AI Deals Hit Record 589 in 2025 as Software Captures 72% of North American M&A.
