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.
Overview of Service
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Household setup
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Uploading filed tax returns to the appropriate households
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Drafting tax letters using Holistiplan’s built-in template
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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:
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Household setup in Holistiplan based on your CRM household list
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Upload of all tax returns on file
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Tax letter drafting using Holistiplan’s built-in template
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Accounts listed for managed, custodied accounts only (account type, last four digits, spouse ownership)
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Processes for long-term adoption
Does not include:
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Year-to-date transaction entry
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Anticipated tax forms