Integrations /Financial Planning

Get started with Wealthbox + Holistiplan

Modern CRM integrated with innovative tax planning software.


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.


Blog Post

“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

Get started with Wealthbox + Holistiplan

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