HOLISTIPLAN IMPLEMENTATION

Getting real value from Holistiplan requires more than sporadic use of the tool.

We help advisory firms finally get households established and tax letters drafted, then put systems in place to ensure long-term adoption.

Holistiplan becomes part of your workflow, not a once-a-year scramble.

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Overview of Service

Household setup
Uploading filed tax returns to the appropriate households
Drafting tax letters using Holistiplan’s built-in template
Provide processes for long-term adoption

For firms that want a more planning-ready output, we also offer an advanced implementation option that includes year-to-date activity and anticipated tax forms.

Available Packages

Basic Package

Best for firms that want Holistiplan organized and usable quickly, without additional planning data entry.

Includes:

Household setup in Holistiplan based on your CRM household list
Upload of current-year tax returns
Tax letter drafting using Holistiplan’s built-in template
Accounts listed for managed, custodied accounts only (account type, last four digits, spouse ownership)
QA review prior to delivery

Does not include:

Year-to-date transaction entry
Anticipated tax forms

Premier Package

Designed for firms that want tax letters that reflect actual year-to-date activity and expected tax reporting.

Includes everything in the Basic package, plus:

Review of custodian platforms to identify relevant year-to-date activity
Entry of key planning items in Holistiplan (amounts and dates), including:

Backdoor Roth contributions

Nondeductible IRA contributions

Required Minimum Distributions (RMDs)

Qualified Charitable Distributions (QCDs)

Anticipated tax forms based on observed YTD activity
Custom RMD section added to applicable households
An Exception Tracker delivered at the end of the engagement documenting any unresolved items

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Custodians We Support

Schwab Fidelity Altruist Pershing LPL

PRICING

Pricing is tiered based on the number of households in scope, similar to Holistiplan’s own billing structure. Pricing is a flat project fee per tier, with no minimum project size.

A deposit is required to reserve capacity and is applied to the final invoice.

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