Overview
Holistiplan imports member information and links directly to the client's Holistiplan tax page.
Benefits
This integration enables an even more comprehensive client conversation and fosters a deeper client-advisor relationship. Asset-Map, which provides clear, visual insights of a client's finances, teams with Holistiplan providing a platform for tax-related conversations.
With Holistiplan, advisers can effortlessly upload their clients' tax returns and instantly generate a personalized tax planning report, complete with professional branding, in a matter of seconds.
Enable Within Holistiplan, FIRST
Prior to enabling the integration in Asset-Map, the user must confirm or request that their Holistiplan 'Firm Administrator' has enabled Asset-Map as an 'available integration option'. Holistiplan Integration options can be enabled/disabled for the Firm under "SETTINGS->Integrations" in Holistiplan.
Once enabled within Holistiplan, proceed to the following functions:
Import One or Multiple Households
Connect Holistiplan from the Integrations page.
Use the Create Household button to begin the import process.
Select Holistiplan as the desired importing integration.
Search your Holistiplan contacts by clicking the magnifying glass icon.
Click import adjacent to the desired contact.
Click view to open the imported Household and Asset-Map.
Connect an Asset-Map Member Directly to a Holistiplan Contact
Note: only member information is imported.
From within an Asset-Map household, migrate to the Holistiplan integration page. Search for a client name. Connect them to a current member or make a new member using the drop-down menu.
Next steps could include:
View the client's Holistiplan tax page by clicking the Holistiplan tab in the client's edit window;
Apply a stencil (like the Integrations Stencil) and complete what you know;
Add individual financials manually;
Or connect another integration to the household that imports account data.
Synchronization Options
Synchronize data from a number of places in the Household in Asset-Map Platform.
Right-click (alt click) on the Asset-Map Report page.
From the Member's edit window, Holistiplan tab.
From the Actions Menu.
From the Detail page of the Household.
*Note: The household created by this integration is dependent upon the quality and accuracy of the data entered at the source. Generally, good and accurate data will result in a successful import into Asset-Map Platform.
*Note: Accessing Asset-Map from multiple browsers could affect integration tokens causing a sync failure error. Please use one browser or disconnect and reconnect the integration from the Integrations page within Asset-Map to refresh the token.
*Note: Asset-Map Platform cannot support chain linking (linking of other platforms prior to importing into Asset-Map).
*Note: Holistiplan may not be available for your organization. Please reach out to your compliance department to learn of any restrictions.
7/2024