Holmdel-based Holistiplan, an industry-leading tax planning software for financial advisors, and PreciseFP, a client-engagement and data-gathering platform from Docupace, recently announced a new integration partnership better connecting the two platforms.
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.
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.
“Integrating Holistiplan with PreciseFP is a game-changer for financial advisors,” Holistiplan CEO Roger Pine said. “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.”
