Tax planning can be a very labor-intensive process for financial advisors who offer it to their clients. There is just so much data entry required!
Roger Pine discovered this firsthand in his career as a financial advisor. That was the inspiration of Holistiplan! Their solution makes it super easy for advisors to import their client's tax information and get to work.
As Roger mentions, tax planning is one of the areas where a financial planner can bring the most value to his or her clients. So, making the process more efficient for advisors means they will be able to bring more value to their clients.
Holistiplan is nominated for a 2020 Global FinTech Award so if you have a moment show your support.
If you would like to reach out to Roger to explore Holistiplan simply shoot him an email.
Others People and Companies Mentioned In This Episode:
George MacAllister of The Next Level Solution on the Modern Financial Advisor Podcast by Truelytics
Nick Arellano - Your Legacy Partners on The Advisor Financing Forum podcast by SkyView Partners