New integration and customized engagement simplifies collecting vital tax return data as a part of the client data-gathering process
Holistiplan, the industry-leading tax planning software for financial advisors, and PreciseFP, the award-winning client engagement and data-gathering platform from Docupace, today announced a new integration partnership better connecting the two platforms.
“Holistiplan and PreciseFP endeavor to make the process of delivering sound financial planning advice simpler, faster and easier,” said Richard Thoeny, executive vice president – Product Strategy for PreciseFP. “This new integration and content engagement, plus the strong partnership between the two companies, will go a long way in delivering that vision to the marketplace.”
The integration unlocks valuable functionality across the two software platforms. Users can now have end clients upload their tax returns within PreciseFP’s secure client engagements, and then easily export the household data and tax documents into Holistiplan for processing.
Holistipan was the most-requested integration by PreciseFP users and joins a list of 30+ leading wealthtech software companies who integrate with the data-gathering platform. New integrations with FP Alpha, GReminders and Income Lab were announced earlier this year.
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PreciseFP is widely recognized in the industry for offering an award-winning client onboarding platform that includes a streamlined, paperless onboarding process through customizable agreements with e-signature capabilities. The platform brings financial advice to the digital age by eliminating the need for client paperwork, and by automating the collection of financial data – significantly enhancing advisor productivity.
In 2023, financial advisors used the PreciseFP platform to gather more than 10.7 million data elements that did not have to be manually captured or rekeyed; moved datasets among integrated platforms more than 67,000 times; facilitated the creation of more than 200,000 client accounts and saved more than 33,000+ hours doing so. By PreciseFP calculations, this means the total amount of money we saved financial advisors in 2023 was greater than $5 million.
Since launching in July 2019, Holistiplan has added over 30,000 subscribers from across the country. Founders Lozer and Pine attribute their rapid growth to the loyalty and valuable feedback from the advisor community. Holistiplan has been voted the #1 tax planning software in the 2021, 2022, and 2023 Kitces Report Studies, and the #1 tax planning software in the 2021, 2022, 2023 and 2024 T3 / Inside Information Software Surveys. Holistiplan was also nominated as a finalist in the 2024 Wealthies Awards from WealthManagement.com.
“Integrating Holistiplan with PreciseFP is a game-changer for financial advisors,” said Roger Pine CFA, CFP® and CEO of Holistiplan. “This partnership simplifies the tax planning process by allowing seamless data transfer and efficient tax return analysis. Advisors can now spend more time providing comprehensive financial advice and less on manual data entry. We’re thrilled about the new capabilities this integration offers, helping advisors enhance their practice and build stronger client relationships.”
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