Workflows Week Day 4: Asset-Map and Holistiplan

Presented by

In this previously recorded webinar webinar, we’re thrilled to showcase two dynamic tools reshaping advisory practices: Asset-Map and Holistiplan. Join us as we explore how these innovative workflows enhance client onboarding, advice delivery, and tax planning processes, empowering advisors to provide unparalleled service and value to their clients.

This webinar will cover:

Asset-Map Workflow in Wealthbox

  1. How firms use Asset-Map’s Client Onboarding workflow to simplify their onboarding and advice delivery process.
  2. Unique features of Asset-Map’s workflow templates for facilitating comprehensive financial assessments and goal-setting with clients.

Holistiplan Workflows in Wealthbox

  1. How firms use Holistiplan’s Tax Planning workflow to review takeaways from 2023 returns with clients and effectively prepare for next year’s tax season.
  2. Capabilities of Holistiplan’s workflow for conducting thorough tax analyses and devising personalized tax strategies that align with clients’ financial goals.


Torie Happe

Head of Partnerships


Alison Susko

Director of Partnerships


Chris Kopanski

Sr. Product Specialist


View All Webinars