Catalyst Tax Insights
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Catalyst Tax Insights
Offered by Catalyst Tax Insights
Savings
Use FPA promo code for 30% off Catalyst Pro
Tax Questions. Clear Insight.
By bringing tax insight into the planning process, Catalyst Pro is a tax projection platform designed for financial advisors and other planning professionals. Built to support proactive tax conversations with clients, it helps advisors quickly model scenarios, compare outcomes, and illustrate the tax impact of major financial decisions. By bringing tax insight into the planning process, Catalyst Pro helps advisors better understand each client’s financial picture, provide clearer guidance, and strengthen relationships through more informed, collaborative conversations. With simple inputs and an intuitive design, advisors can build projections and see how different scenarios play out in just minutes.
FPA Advantage
- FPA members save 30% on a 12-month Catalyst Pro subscription.
- Type in the discount code FPA when going through the purchase process.
- You’ll receive your one-year subscription for $349 for up to 3 team members.
Benefits
- Build tax projections in minutes using simple inputs
- Help clients better understand their options and make decisions with greater confidence
- Compare scenarios and illustrate the tax impact of major financial decisions
- Bring proactive tax insight into year-round planning conversations
- Gain a more complete view of each client’s financial situation
- Collaborate more effectively with clients and their accountants
- Complement comprehensive financial planning software with focused, quick tax projections
- Strengthen client trust through clear, more informed guidance