How interVal Personal Tax Empowers Wealth Advisors to Gain Deeper Insights for Clients

A financial technology firm from Ontario, interVal, has introduced an innovative Personal Tax solution tailored for its clients. The product is designed to automatically extract, analyze, and identify planning opportunities from various personal tax documents, such as T1 General returns, Notices of Assessment, and Canada Revenue Agency (CRA) Assessments.

Trevor Greenway, cofounder of interVal, emphasizes the value of a client's annual tax return, calling it one of the most information-rich documents that wealth advisors encounter. Despite its significance, he notes that this resource is often underutilized within the advisory process.

The launch of the Personal Tax solution signifies a step forward in financial technology, aiming to enhance the efficiency and effectiveness of wealth management by turning complex tax data into actionable insights. By leveraging advanced technology, interVal seeks to empower financial advisors to better serve their clients' needs. The initiative reflects a growing trend in the financial services industry to utilize technology to streamline processes and uncover hidden opportunities for tax optimization.

Published on June 17, 2026, by Knowlton Thomas, the announcement highlights the importance of integrating tax planning into broader financial strategies.