Integrations /Financial Planning
Get started with Wealthbox + Holistiplan
Modern CRM integrated with innovative tax planning software.
Integrations /Financial Planning
Modern CRM integrated with innovative tax planning software.
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
“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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