Live Webinar
Integration Demos
Wealthbox + Holistiplan: Smarter Tax Planning with AI
Monday, November 30, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Wealthbox and Holistiplan are making it easier for financial advisors to access tax planning information and take action directly from their CRM.
Join Wealthbox and Holistiplan for a live webinar showcasing the enhanced integration with the Wealthbox AI Assistant. See how advisors can use natural language to access client tax records, review Roth projections, track tax letters, and generate tax planning documents without switching between platforms.
Join Wealthbox and Holistiplan for a live webinar showcasing the enhanced integration with the Wealthbox AI Assistant. See how advisors can use natural language to access client tax records, review Roth projections, track tax letters, and generate tax planning documents without switching between platforms.
WHAT WE'LL COVER
- 1 Accessing client tax records, reports, and Roth projections directly through the Wealthbox AI Assistant.
- 2 Identifying households with outstanding tax letters, missing reports, or existing planning scenarios.
- 3 Generating tax letters, reports, and Roth projection PDFs and saving them directly to Wealthbox records.
- 4 Streamlining tax planning workflows and preparing for more informed client conversations.
SPEAKERS
Kate Laws
Partnership Relationship Manager
Holistiplan
Chris Kopanski
Head of Customer Education
Wealthbox
“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.”
