Turn client reviews into a competitive advantage
Most advisors “review” clients. The best advisors show them something they’ve never seen before.
What this integration does
- Generates client review dashboards automatically
- Tracks AUM, annuity, and life insurance changes over time
- Displays historical client review data in one place
- Supports account creation and maintenance for annuities and life insurance
- Helps advisors show clients where assets flow and how planning decisions connect
When clients can clearly see their financial story, conversations become more visual, more strategic, and more productive.
Connect operations to financials.
You already have the data. This integration helps put it in the right place and make it usable.
What this integration does
- Pushes AUM, annuity, and insurance balances into Sage Intacct
- Supports dashboards and reporting inside your ERP
- Helps calculate key business metrics such as revenue per account and revenue-to-AUM ratios
- Connects client activity to financial performance
Why it matters
This is where your firm moves from looking at disconnected numbers to managing performance with clarity.
Bring tax strategy into every client conversation
Tax planning should not live in a separate meeting. It should be part of the review process.
What this integration does
- Pulls tax return and planning data directly from Holistiplan
- Displays tax information inside Client360
- Helps advisors connect tax strategy to the client’s full financial picture
- Makes it easier to guide conversations around where clients have been, where they are, and where they are going
Why it matters
Clients do not think in silos, and your technology should not either.