Category: Holistiplan

Holistiplan Partners with University CFPⓇ Programs to Provide Technology to Financial Planning Students

2/21/2023

Holistiplan announced a partnership with six major universities offering real world learning to hundreds of students currently in CFPⓇ programs. As part of the Capstone, Tax Planning, and Software financial planning courses at Texas Tech University, Texas A&M University, University of Georgia, Western Michigan University, Brigham Young University-Idaho, and Kansas State University, students now have free access to the fintech company’s award-winning software. In addition, Holistiplan is also offering a certification course to help boost student training and resumes.

Buckingham Strategic Wealth Chooses Holistiplan’s Award-Winning Tax-Planning Software

3/3/2021

Holistiplan announced that Buckingham Strategic Wealth, headquartered in St. Louis, Missouri, has added Holistiplan’s tax planning software to its tech stack. Holistiplan is an award-winning tax planning software for financial advisors, built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. The multi-year agreement with Holistiplan will provide Buckingham advisors critical insight into their clients’ tax circumstances in order to provide a deeper financial planning experience.

Holistiplan Expands Product to Help Advisors Maximize Year-Round Tax Planning Opportunities

1/26/2021

Holistiplan announced a new feature called “Tax Prep Letter.” With this feature, advisors can efficiently and accurately create a personalized letter that will highlight all their clients’ tax planning items from 2020. The “Tax Prep Letter” functionality allows advisors to track tax planning tasks executed throughout the year and then consolidate those executed actions into a client or CPA deliverable to be used in the client’s tax preparation.

Jeffrey Levine joins Holistiplan

11/10/2020

Holistiplan announced that Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS® will join Holistiplan as Tax Planning Strategist.

“We are very excited that Jeff is joining the Holistiplan team,” said Kevin Lozer, co-founder Holistiplan. “Jeff is one of the most respected tax planning authorities in our industry. Just as important, Jeff is also an advisor who can articulate technical tax concepts in a digestible way.

Holistiplan Partners with Redtail Technology to Streamline the Process of Analyzing Tax Returns

10/28/2020

Holistiplan announced a new partnership with Redtail Technology, the leading provider of client relationship management (CRM) solutions for financial advisors. Through this new integration, financial advisors can send household information to Holistiplan to avoid dual data entry.

Holistiplan’s Innovative Tax-Planning Software is Latest Value-add to Carson’s Tech Stack

10/20/2020

Holistiplan co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, today announced that Carson Group will integrate Holistiplan’s award-winning comprehensive tax planning software into its tech stack. The Holistiplan subscription costs are covered in full for all Carson Partners. Earlier this year, Holistiplan launched with a select group of Carson Wealth private clients to unveil tax planning opportunities.

Holistiplan and Wealthbox Streamline the Process of Analyzing Tax Returns and Proving Value to Clients

8/11/2020

Holistplan announced a new partnership with Wealthbox®, a popular CRM that helps financial advisors better manage client relationships.

“This partnership with Wealthbox supports our goal of helping advisors deliver richer financial planning to more clients,” said Roger Pine, CFP®, CFA, Co-Founder of Holistiplan.

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

4/15/2020

Award-winning software created by financial planners provides comprehensive tax planning tool, announces new "Solve for Max" feature