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.
Chasing productivity is one thing, but when you're cutting corners, missing details, and making mistakes, it's time to take a step back.
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial advisors will see their jobs at risk.
The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.
"The greed and deception of this Ponzi scheme has resulted in the same way they have throughout history," said Daniel Brubaker, U.S. Postal Inspection Service inspector in charge.
Elsewhere, an advisor formerly with a Commonwealth affiliate firm is launching her own independent practice with an Osaic OSJ.
Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services among mass affluent clients through tax-first planning, technology, and collaboration—positioning firms for long-term success
Chris Vizzi, Co-Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite generations and give wealth lasting meaning
