Wealthbox AI Assistant Now Connects with Holistiplan for Smarter Tax Planning
October 27, 2026 · 4 min read
Wealthbox is introducing new AI capabilities through its enhanced integration with Holistiplan, giving financial advisors direct access to tax planning data and workflows through the Wealthbox AI Assistant. With this integration, advisors can use natural language prompts to access client tax information, track planning activity, and generate Holistiplan documents, all without leaving Wealthbox.
By bringing Holistiplan’s tax planning data into the Wealthbox AI Assistant, advisors can spend less time switching between systems and more time preparing for client conversations, identifying planning opportunities, and taking action.
Wealthbox + Holistiplan: Smarter Tax Planning with AI
Monday, November 30, 2026 @ 2:00 pm ET
Access Holistiplan Tax Data with a Simple Question
The Wealthbox AI Assistant makes it easy to find and work with client tax planning information using everyday language. Advisors can ask about individual households or review information across their entire book of business.
For example, advisors can ask:
- “Which of my households haven’t received their 2025 tax letter yet?”
- “Show me 2025 income tax data for the Jones household.”
- “Which clients have a Roth projection from this year?”
- “Generate the 2025 tax letter for Delilah Jones and save it to her household.”
The AI Assistant retrieves the relevant information from Holistiplan and presents it directly in Wealthbox, helping advisors quickly understand where clients stand in the tax planning process.
Turn Tax Planning Insights Into Action
Beyond retrieving information, the AI Assistant can help advisors complete tax planning tasks directly from Wealthbox.
Review Tax Records and Reports. Advisors have access to income tax records, can check whether reports have been created, and generate new tax reports when needed. They can also identify households with tax data on file but no corresponding report.
Explore Roth Projections and Planning Scenarios. Existing Roth projections and saved “what if” scenarios can be reviewed by household, tax year, or taxpayer. Advisors can revisit previous planning work before client meetings or identify households with existing projections.
Track Tax Letters and Household Activity. Tax letter tracking allows advisors to see which households have generated or sent letters, identify outstanding letters, and review recent Holistiplan activity to see what work has been completed and by whom.
Generate and Save Tax Documents. The Wealthbox AI Assistant can generate tax letters, tax reports, or Roth projection PDFs from Holistiplan and save them directly to Wealthbox. Documents can be attached to the appropriate contact, household, or other record, with options for shared or private visibility.
For example, an advisor can ask:
“Find the Garcia household in Holistiplan. If they don’t have a 2025 tax report, create one, generate the PDF, and save it to their Wealthbox household.”
The AI Assistant can carry out each step, from checking for an existing report to generating and saving the document.
A More Connected Tax Planning Workflow
Before a client meeting, advisors can quickly review a household’s tax records, reports, and Roth projections. During the planning season, they can identify outstanding tax letters or missing reports across their client base. After a meeting, they can create tasks or notes from content inside Holistiplan documents.
By connecting tax planning information with CRM workflows, the Wealthbox AI Assistant helps advisors stay organized, prepare more efficiently, and keep client information in one place.
How to Enable the Holistiplan AI Integration
To get started, advisors can enable the Holistiplan AI Integration in Wealthbox Integration Settings and authorize access to their Holistiplan account.
Once connected, the Wealthbox AI Assistant accesses Holistiplan data based on the permissions authorized by the advisor, ensuring that only information available to their Holistiplan account can be retrieved.
As with any AI-generated content, advisors should review documents and outputs before sharing them with clients.
Wealthbox + Holistiplan: Smarter Tax Planning with AI
Monday, November 30, 2026 @ 2:00 pm ET
