Tax-Planning Software Holistiplan Comes to Carson

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.

Holistiplan is the revolutionary new software Carson includes in its tech stack for partners, saving advisors time and money. In just minutes, the software scans a client’s tax return and offers you actionable suggestions. You don’t enter the data; you don’t do the analysis – the software does it for you.

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!

Fill out the form to download the case study.