PARTNER - holistiplan

Tax Planning Made Easy with the Asset-Map + Holistiplan Integration

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.

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Features Overview

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.

Instant Household Creation

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

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.

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