Holistiplan Forms 2026 Enterprise Advisory Board to Shape Tax Planning Technology - citybiz
AI SummaryAI-generated — verify against the source.Holistiplan, a prominent tax planning software provider for financial advisors, has formed a 2026 Enterprise Advisory Board to guide the development of its future technology roadmap. This initiative signals a strategic push to integrate more advanced features, likely including AI-driven tax analysis, into their platform to better serve enterprise-level advisory firms.
Read full article at google-wealth-managementWant the full daily Briefing?
30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.
Try free for 14 daysRelated stories
- OneSeven Launches AdvisorGrowth IQ: AI-Powered Marketing Engine for Financial Advisors - FF News
OneSeven has launched 'AdvisorGrowth IQ,' an AI-powered marketing engine specifically designed for financial advisors to streamline their ma…
- Bitwise Partners with Vise for Crypto Model Rollout
Bitwise and Vise have partnered to integrate digital asset allocations directly into traditional investment portfolios. This integration lev…
- Betterment Advisor Solutions Launches AI Document Reader
Betterment Advisor Solutions has introduced an AI-powered document reader designed to automate the processing of brokerage statements and tr…