Global fintech provider Asset-Map is helping its US advisor users incorporate more tax planning into their client conversations through a new integration with Holistiplan.
The partnership aims to create a seamless experience that combines Asset-Map's financial planning capabilities with Holistiplan's tax planning software.
“We’re thrilled to officially announce this integration, as it’s a notable step in our journey to helping advisors accelerate holistic financial planning conversations,” H. Adam Holt, founder and CEO of Asset-Map, said in a statement.
Holt emphasized the complementary nature of both companies' technologies and expressed confidence that the collaboration will “offer professionals the tools necessary to efficiently deliver holistic and personalized advice.”
Under the collaboration, users of both platforms will benefit from a single sign-on environment, allowing Asset-Map users to directly import client data from Holistiplan. This functionality streamlines the creation and updating of Asset-Map Report by incorporating 10 key tax data points, including taxable income, filing status, and marginal rates for a given individual client or household directly into the financial planning process.
“Our core mission has always been to provide advisors with the resources necessary to deliver more comprehensive planning for their clients, and Asset-Map is a natural partner to achieve those goals,” said Roger Pine, CEO and co-founder of Holistiplan.
With an updated platform, users also gain the ability to establish a direct link between AssetMap and tax analysis results for one or more Holistiplan members. The integration partnership also lets users sync data between for records that are linked between both platforms on demand.
Pine also emphasized the partnership’s potential to expand Holistiplan’s user base, which currently includes 30,000 advisors who leverage its tools to help clients reduce their lifetime tax burden and preserve wealth.
“We’re looking forward to further distributing our services through this new integration, and ultimately helping advisors simplify tax-planning conversations for their clients,” Pine said.
Asset-Map is one of the top proposal development software for advisors and RIAs. See the full list here.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
