Building Your Tech Stack - Holistiplan [22:25]



Tax Planning Is the Powerful Tool Advisors Didn’t Know They Needed

Tax planning shouldn’t be a once a year event but a continuous year round conversation with our clients. Come learn how Holistiplan is now helping more than 10,000 financial planners be more comprehensive and more efficient by drastically reducing the time it takes to provide high impact tax planning for clients. By leveraging the Redtail–Holistiplan integration, advisors are able to further streamline the process in several ways including the ability to make notes on tax conversations. Join us to learn the latest about the integration, hear product updates from Holistiplan, and learn about the upcoming roadmap.

Holistiplan is an award-winning tax planning software solution for advisors. Built to systematize and automate the process of reviewing a client's tax return to uncover potential planning opportunities, Holistiplan was created and designed by co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®. The software accomplishes what has historically been two competing goals in the financial services profession: to streamline the financial planning process for advisors while improving it for every client. To date more than 10,000 advisors across the country leverage the powerful software to drive better planning.



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