The Asset-Map + Holistiplan integration combines visual advice delivery with auto-generated, client-ready tax planning reports to help you deliver a more unique and comprehensive planning experience for clients.
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.
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.
Quickly and easily activate the account via the Integrations tab. Then you can create new households or update an existing household with our synchronization tool. The Asset-Map and Holistiplan integration is as simple as clicking a button to import the relevant data.
Learn more about Asset-Map: our visual, holistic planning and advice delivery tool designed to elevate conversations with your clients. No other platform makes financial planning conversations as simple, productive or profitable. All new users can receive a 15% discount to both platforms upon signing up!
A subscription to the Holistiplan platform
A subscription to Asset-Map
