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.
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.