All you need to know about Wealthbox, Redtail, fpPathfinder, Kitces, and Weekly Age Reminder Digest Integrations
Firm Admins can enable the ability to integrate with Wealthbox, Redtail, fpPathfinder, Kitces.com and Weekly Age Reminders Digest emails. To enable any integrations, Firm Admins should navigate to Settings > Integrations.
From there, Firm Admins can enable any of the integrations available within Holistiplan. Once enabled, all users can complete the integrations on their My Account/Password page.
Only Wealthbox and Redtail integrations require additional steps as noted below.
Check out this video or our Integration Guide as well as steps for sending notes to Wealthbox.
Check out this video or our step-by-step guides for integration and sending notes to Redtail.
Check out this step-by-step guide for the fpPathfinder integration.
Check out this step-by-step guide for the Kitces integration.
Premium subscribers can also sign up for a weekly email to remind them of age triggers for their clients related to planning opportunities.
Check out this step-by-step guide to send the Age Reminders as Tasks to Wealthbox.
Check out this step-by-step guide to send the Age Reminders as Activities to Redtail.