Product Update: Holistiplan Integration

We’re excited to announce a new integration with tax planning software, Holistiplan.

The integration allows you to effortlessly upload clients’ tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds. This makes the process seamless and hassle-free for both advisors and clients.

Benefits to your business include:

  • Quick access to Key Tax Insights: Visualize 10 key client tax figures - such as taxable income, filing status, and marginal rates - for a given client or household directly within the Asset-Map platform.

  • Save Time and Minimize Complexity: Seamlessly import existing Holistiplan tax-planning client data directly into the Asset-Map platform, streamlining the creation of new Asset-Map Reports and subsequent updates to household data.

  • Ease of Use: The Asset-Map and Holistiplan integration is as simple as clicking a button to import the relevant data. 

Test drive the new integration today to make complex information more intuitive and drive more meaningful conversations with your clients. 

Let’s get started! Click a link below to start utilizing the Holistiplan integration.

We’re also offering a 15% discount to anyone who signs up for Holistiplan or Asset-Map.

Lex BrooksProduct Update, Product Release, Plannr, Integration