Turn Client Reviews Into a Competitive Advantage
Most advisors review clients. The best advisors show them something they have never seen before.
What this integration does
- Automatically generates client review dashboards
- Tracks AUM, annuities, and insurance changes over time
- Displays historical client review data in one place
- Supports structured account management for annuities and insurance
When clients can clearly see their full financial picture, conversations become more strategic and more valuable.
Connect Operations to Financials
You already have the data. This integration puts it in the right place and makes it usable.
What this integration does
- Pulls AUM, annuity, and insurance balances into Sage Intacct
- Supports dashboards and reporting inside your ERP
- Tracks revenue, profitability, and firm performance
- Connects client activity directly to financial outcomes
Why it matters
This is where your firm moves from disconnected numbers to a clear view of financial performance.
Bring Tax Strategy Into Every Client Conversation
Tax planning should not live in a separate meeting. It should be part of every client conversation.
What this integration does
- Pulls tax return and planning data directly from Holistiplan
- Displays tax insights inside Client360 dashboards
- Connects tax strategy to the full client financial picture
- Makes it easier to guide conversations around decisions and outcomes
Why it matters
Clients do not think in silos, and your technology should not either.