Blue J and FPA New England Partner to Bring Generative AI to Financial Planners

Blue J is thrilled to announce our new strategic partnership with the Financial Planning Association of New England (FPA New England). This collaboration represents an exciting step forward in bringing the transformative power of generative AI to financial planners—helping them get better tax answers so they can deliver even better financial advice.

Transforming Financial Planning with Generative AI

As the leading generative AI solution for tax research, Blue J continues to innovate how we empower professionals to deliver faster, more meaningful insights to their clients. Through this partnership, members of FPA New England will gain access to Blue J’s cutting-edge AI capabilities, built to accelerate tax research, simplify documentation, and enhance decision-making across a broad spectrum of financial planning topics.

FPA New England, a distinguished chapter of the Financial Planning Association, has long been recognized for its commitment to excellence and leadership within the profession—earning the Pinnacle Award for five consecutive years and the Outstanding Achievement Award from the national FPA. This partnership aligns perfectly with FPA New England’s mission to support members in providing the highest level of service to their clients through education, innovation, and professional development.

Delivering Value to FPA New England Members

By bringing Blue J’s advanced AI capabilities to FPA New England’s trusted community of professionals, this partnership delivers immediate value to members through:

• Instant, verifiable answers to complex tax and financial planning questions
• Access to trusted primary and secondary sources within Blue J’s curated content library
• Automated drafting for communications and documentation, to save time and improve accuracy

Together, Blue J and FPA New England are empowering financial planners to stay ahead in a rapidly evolving industry—by saving hours of research time, so they can focus on building stronger financial strategies and fostering deeper client relationships.

About FPA New England

For 25 years, the Financial Planning Association® (FPA®) has been the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is proud to be your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.

About Blue J 

Founded in 2015, Blue J is the leading generative AI solution for tax research. Trusted by firms of all sizes, Blue J delivers fast, verifiable answers to complex tax questions, empowering professionals to provide exceptional client service. With its conversational interface and curated library of authoritative sources, Blue J is transforming how tax experts work.

To learn more about your FPA New England member benefits, log into your FPA New England member portal here.

Not an FPA New England member but interested in seeing how Blue J can transform your practice?

Book a demo here.