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Getting Started at Holistiplan - 101
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Deeper Dive at Holistiplan - 201
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Holistiplan Basics
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Holistiplan Academy - Upload Breakdown
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Roth Projection Tool
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2025 Pricing
Setting up your CRM Integration
Holistiplan integrates with Wealthbox and Redtail.
Why Connect Your CRM to Holistiplan?
🔗 Streamline Your Workflow: Save time by seamlessly syncing client data between Holistiplan and your CRM. No more duplicate data entry—focus on serving your clients instead.
📋 Stay Organized: With integrated tools, keep track of tax planning conversations, client notes, and follow-ups all in one place.
📈 Deliver Proactive Advice: Use combined client insights to identify planning opportunities faster and offer more personalized, impactful advice.
💡 Work Smarter, Not Harder: By connecting Holistiplan with Wealthbox or Redtail, you create a central hub for efficiency, accuracy, and collaboration.
Ready to boost your productivity?
👉Learn how to integrate Holistiplan and Wealthbox here: Wealthbox
👉Learn how to integrate Holistiplan and Redtail here: Redtail