Wealthbox + Holistiplan

Modern CRM integrated with innovative tax planning software.

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Overview

Holistiplan is a tax planning software solution that helps financial planners be more comprehensive and more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. The integration with Wealthbox allows users to transfer information between Wealthbox and Holistiplan’s automated tax return analysis.

Wealthbox households are synced to Holistiplan.
Holistiplan updates automatically create activity feed entries in Wealthbox.
Holistiplan automatically creates tasks in Wealthbox.

Resources

Upcoming webinar

Turn Tax Season Into More Client Opportunities

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Blog post

Holistiplan Partners with Wealthbox to Streamline Tax Return Analysis

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Roger Pine
“The partnership with Wealthbox supports our goal to help advisors deliver richer financial planning to more clients. Advisors on the Wealthbox platform can seamlessly incorporate automatically-generated tax planning information from Holistiplan. We think this is a game changer for advisor efficiency.”

Roger Pine, Co-Founder at Holistiplan

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