Asset-Map® and Holistiplan Finalize Integration Partnership


Asset-Map Holdings, Inc. (“Asset-Map”), the premier fashionable monetary planning software for monetary professionals, at the moment introduced a brand new integration with Holistiplan, the industry-leading tax planning software program for monetary advisors.

Because of the brand new strategic partnership, Asset-Map and Holistiplan have launched a seamless integration expertise between each platforms, permitting mutual and potential clients to effectively leverage the core competencies of every firm of their effort to supply a singular, complete, and holistic planning expertise to their purchasers.

Extra particularly, the only sign-on atmosphere will allow Asset-Map customers to import current Holistiplan tax-planning consumer knowledge on to the Asset-Map platform, streamlining the creation of recent Asset-Map ExperiencesAsset-Map® and Holistiplan Finalize Integration Partnership and subsequent updates to family knowledge.

“We’re thrilled to formally announce this integration, because it’s a notable step in our journey to serving to advisors speed up holistic monetary planning conversations,” mentioned H. Adam Holt, CFP®, Founder and CEO of Asset-Map. “Now we have great respect for Holistiplan and the tax-planning software program it affords to the advisor neighborhood. Along with our shared values, our know-how capabilities naturally complement each other, and I’m trying ahead to our continued collaboration to supply professionals the instruments essential to effectively ship holistic and customized recommendation.”

“Our core mission has at all times been to supply advisors with the assets essential to ship extra complete planning for his or her purchasers, and Asset-Map is a pure companion to realize these objectives,” added Roger Pine, CFA®, CFP®, CEO and Co-Founding father of Holistiplan. “We’re trying ahead to additional distributing our companies by way of this new integration, and in the end serving to advisors simplify tax-planning conversations for his or her purchasers in a approach that’s comprehensible and helps them attain their particular person monetary and tax-planning objectives.”

Because of the brand new knowledge integration, customers can now consider 10 key tax figures – similar to taxable revenue, submitting standing, and marginal charges – for a given consumer or family immediately throughout the Asset-Map platform. The up to date Asset-Map platform will even help direct linking from Asset-Map to a linked Holistiplan member(s) tax evaluation outcomes inside Holistiplan, along with providing user-initiated, on-demand, knowledge synchronization for linked information between each platforms.

Further data on the brand new integration and up to date cross-platform capabilities can be out there through a joint webinar between Asset-Map and Holistiplan on June 26th. Registration for the occasion is out there right here.

Headquartered in Philadelphia, Asset-Map was acknowledged because the Prime Specialised Planning Software on the 2020, 2021, 2022, and 2023 WealthManagement.com Trade Awards, was named among the many 2023 Prime New Merchandise by Accounting At this time, and was honored because the Greatest Monetary Planning Platform on the 2024 FinTech Breakthrough Awards. The corporate has been featured in Barron’s, Forbes, and Funding Information, amongst others.

The submit Asset-Map® and Holistiplan Finalize Integration Partnership first appeared on FinTecBuzz.

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