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.

With the new Holistiplan AI Connector, advisors can ask the Wealthbox AI Assistant to summarize tax reports, review scenarios and Roth projections, check tax letter status, and save Holistiplan PDFs to the client record, making tax planning a seamless part of meeting prep.

Additionally, the Wealthbox integration syncs households to Holistiplan and automatically creates activity feed entries and tasks in Wealthbox.

Wealthbox households are synced to Holistiplan.
Holistiplan updates automatically create activity feed entries in Wealthbox.
Advisors can ask the Wealthbox AI Assistant to summarize tax reports, review scenarios and Roth projections, check tax letter status, and save Holistiplan PDFs to the client record.

Resources

Upcoming webinar

Wealthbox + Holistiplan: Smarter Tax Planning with AI

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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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