This month, we'll show you an in-depth look at our biggest integration yet with Holistiplan, a quick update on Entity Ownership, and a sneak peek into our upcoming Boot Camp product training session.
Read MoreEffortlessly upload clients’ tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds with the new Holistiplan Integration.
Read MoreThis month, we'll show you brand new enhancements to Target-Maps, a new global integration with Plannr, a UK-based CRM tool, and we'll preview a special release for next month: a groundbreaking integration that'll make tax planning easier than ever!
Read MoreSeamlessly create new client households using Plannr data or update existing households with our intuitive search and import workflow. Easily access and view Plannr data right within the Asset-Map Report and sync on-demand ensuring use of the latest information in both systems.
Read More