Integrations
Increase your efficiency, improve your day-to-day processes, and streamline your work flow with integrations that enhance the Holistiplan experience.
fpPathfinder
To develop planning strategies, financial advisors can use fpPathfinder in conjunction with Holistiplan to guide client conversations. The integration lets financial advisors develop analysis around client discussions of activities such as 529 plan distributions, IRA and Roth IRA contributions, HSA contributions, NIIT impact, etc.
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Redtail
Financial advisors can send household information to Holistiplan to avoid dual data entry. Information such as household members and birth dates can be imported to Holistiplan. Then, once Holistiplan runs its analysis on a tax return, key figures and the system-generated observations can be dropped back into Redtail as a note.
Wealthbox
Financial advisors can send household information to Holistiplan to avoid dual data entry. Information such as household members and birth dates can be imported to Holistiplan. Then, once Holistiplan runs its analysis on a tax return, key figures and the system-generated observations can be dropped back into Wealthbox as a note.
Asset-Map
Asset-Map and Holistiplan have a seamless cross-platform integration, enabling a more efficient and comprehensive planning experience for our mutual and prospective customers. Asset-Map users can enjoy single sign-on data integration capabilities, streamlining the process of importing Holistiplan tax-planning client data directly into the Asset-Map platform. This new feature enhances the creation of Asset-Map Reports™ and simplifies updates to household data.
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PreciseFP
Advisors can now have end clients upload their tax returns within PreciseFP’s secure client engagements, and then easily export the household data and tax documents into Holistiplan for processing. PreciseFP is widely recognized in the industry for offering an award-winning client onboarding platform that includes a streamlined, paperless onboarding process through customizable agreements with e-signature capabilities.
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Bento Engine
This integration between Holistiplan and Bento Engine allows advisors to provide timely, targeted advice for clients at key life milestones. With Bento’s multi-format, compliance-approved content, Holistiplan users can deliver meaningful guidance on age-based events like QCDs at 70.5, Social Security options at 62, and more. It’s designed to make engaging clients during “Moments That Matter” easier and more impactful.
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