April Introduces AI-Powered Tax Planning, Prep for Advisors

Move over Altruist, there’s a new AI-powered tax tool in town. Wealthtech firm April is expanding its tax planning platform into the wealth management space, giving financial advisors real-time tax insights and enabling an efficient filing process that can be outsourced or led by a firm’s own CPAs. The capabilities, April execs say, help turn once-tedious tax work into a source of growth for RIAs. April President Raj Doshi and CEO Ben Borodach, who previewed the tools for Advisor Upside, said most wealt ...