What if you had technology that could read a client’s tax return, analyze it and give you a solid starting point for their financial plan, all in a matter of minutes?
Think of all you could do to better your business and deepen client relationships with that saved time.
Check out our case study, “Tax-Planning Software Holistiplan Comes to Carson” to find out how Holistiplan:
- Helps drastically reduce time wasted doing data entry
- Offers help with detailed discussions like Roth conversions
- Functions as a diagnostic tool to help you determine causes of loss and steps to take to protect wealth
- And much more!
