Automated Tax Return Analysis + CRM: A Webinar on the Integration of Holistiplan and Wealthbox

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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.”

Roger Pine

Co-Founder at Holistiplan

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