Holistiplan
Overview
The Holistiplan integration enables Feathery users to embed tax planning intelligence directly into onboarding and financial planning workflows. By connecting with Holistiplan’s API, advisory firms can automatically ingest tax return data, generate detailed reports, and surface personalized tax insights as part of the client intake or annual planning process. Designed for RIAs and wealth managers, this integration streamlines the tax analysis process and helps deliver proactive, data-driven planning strategies.
What You Need
- A Feathery account
- An active Holistiplan account with API access
Background
Holistiplan is an award-winning tax planning software built for financial advisors. It automates the review of client tax returns and generates white-labeled, easy-to-understand planning reports that identify actionable tax-saving opportunities. Through the Feathery–Holistiplan integration, firms can embed this capability directly into digital client workflows—eliminating manual document handling and accelerating planning discussions.
Benefits
Integrating Holistiplan with Feathery enables:
- Automated Tax Data Extraction: Upload tax returns as part of your Feathery form and instantly parse the data using Holistiplan.
- Insight-Driven Onboarding: Provide clients with tax reports and projections during onboarding, enriching discovery and planning conversations.
- Personalized Planning Recommendations: Trigger tax strategy logic and surface insights based on Holistiplan’s analysis—fully embedded into your workflow.
- White-Labeled Client Reports: Deliver professional-grade, branded reports directly to clients from within your process.
- Compliance-Friendly Documentation: Maintain a complete digital trail of planning recommendations and tax-related disclosures.
Considerations
Before integrating with Holistiplan, ensure your account has API access and that your team has completed any required onboarding with Holistiplan’s support team. Review Holistiplan’s API documentation for authentication methods and data formatting requirements. Be sure to involve compliance stakeholders to verify that any client data flows or report outputs meet your firm’s data governance standards.
How to set up
Navigate to the Feathery form you want to connect to Holistiplan and open the Integrations tab.
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Connect your Holistiplan account using API credentials from the Holistiplan Developer Portal or your technical contact.
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Map relevant fields (e.g., client name, filing status, AGI) between Feathery and Holistiplan’s API.
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Define trigger points for actions—e.g., when a client uploads their tax return or completes a planning form.
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Click Connect to activate the integration and begin passing data between Feathery and Holistiplan in real time.
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