New integration and customized engagement
simplifies collecting vital tax return data as a part of the client
data-gathering process
HOLMDEL,
N.J., Aug. 1, 2024 /PRNewswire/ -- 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.
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."
About Holistiplan
Holistiplan is an award-winning tax
planning software that simplifies tax planning for financial
advisors. Within 45 seconds, Holistiplan's OCR technology scans tax
returns and creates a white-labeled client-facing Tax Report that
highlights opportunities for financial planners and investment
advisors. Holistiplan offers scenario analysis, range calculator,
client-facing explainers, and property and casualty reviews. Today
30,000 advisors are using Holistiplan's innovative tax planning
tools to find opportunities to work with their clients to reduce
their client's lifetime tax burden and preserve their wealth.
Holistiplan was created by co-founders Roger Pine, CFA®, CFP®,
and Kevin Lozer, CFP® in
2019.
Learn more at www.holistiplan.com.
About Docupace
Docupace is a software provider focused
on digitizing and automating operations in the financial advice and
investment industry. Financial services firms use the Docupace
Platform (a cloud-based, integrated software suite) to reduce
back-office expenses, improve efficiency, strengthen recruiting,
and enhance the experience of advisors and investors. With
headquarters in Holmdel, New
Jersey, Docupace is proud to serve some of the largest
independent broker-dealers and registered investment advisers
(RIAs) in the financial services industry.
For more information, please visit www.docupace.com.
Docupace Media Contacts:
Ryan
George
Chief Marketing Officer
ryan_george@docupace.com
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
Holistiplan Media Contact:
Laura Beaulieu
VP of Marketing
laura.beaulieu@holistiplan.com
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SOURCE Docupace Technologies, Inc.