Holistiplan is a tax and estate planning software platform designed specifically for financial advisors to streamline the review of client tax returns.

With this integration GReminders can use Ask Anything or Pre Meeting Briefs to pull data from Holistiplan to improve the outputs. 

How to Enable Holistiplan Integration

(Right now the setup is a bit manual, we are working to streamline this). Create ClientID and Client Secret per this article:
https://help.holistiplan.com/getting-started-with-the-holistiplan-api

Each User must have their own ClientID/Secret.

Submit this ClientID/Secret to GReminders along with which user these IDs are related to here:
https://www.greminders.com/utils/secure-form

Send an email to [email protected] notifying them you have submitted the ClientIDs and to enable Holistiplan Integration for the customer.

How to Use It

We suggest in AI Knowledge that you add some language such as “when asked about tax returns use the holistiplan tool to get data”.

This will ensure that when Ask Anything is being asked about tax returns it know WHERE to get this information from.

You can then navigate to a contact record and ask things like “Summarize the latest tax returns”
Or add some text in the pre meeting brief to pull Tax Return data, such as AGI, Income, Capital Gains, etc…

Example:

That’s It

Have questions? Email to [email protected]