Tag : Holistiplan

Singular and Holistiplan Integration Solves the 'Fragmented Tech' Crisis for Financial Advisors
Finance News

Singular and Holistiplan Integration Solves the ‘Fragmented Tech’ Crisis for Financial Advisors

EIN Presswire
by EIN Presswire0
New integration reflects growing demand for unified technology that brings tax insights directly into the advisor CRM As financial advisors face mounting pressure to deliver holistic, tax-aware guidance, Singular by Patrina and Holistiplan have launched an integration to eliminate the “fragmented tech” bottleneck. According to Kitces Research, a majority of......
Banking Business Fintech Investment Services News

Jeffrey Levine Joins Holistiplan

Fintech News Desk
by Fintech News Desk0
Holistiplan, an award-winning tax planning software for advisors built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities, today announced that Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS® will join Holistiplan as Tax Planning Strategist. “We are very excited that Jeff is joining......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
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