Join us for this live webinar to see how the integration between Holistiplan and Wealthbox delivers automation and streamlined project management, to make busy tax seasons a breeze.
“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.”
Co-Founder at Holistiplan