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Holistiplan co-founder Roger Pine

Carson Group Adds Holistiplan to Tech Stack

Tax planning software Holistiplan is now available as a strategic service at the Carson Group.

Carson Group is expanding its tech stack to make tax planning software Holistiplan available to all partner firms, according to an announcement.

The changes come after “a select group” of Carson Wealth private clients successfully piloted the technology. As part of the expansion, Carson partner firms will have access to the software for free, alongside previously announced tech offerings from Salesforce, Orion, Smarsh and Egnyte.

Advisors with access to Holistiplan have an advantage when it comes to planning clients' current tax situation, not just their future taxes, said Erin Wood, SVP of Financial Planning & Advanced Solutions at Carson Wealth.

"Holistiplan’s upload and read technology saves an advisor time, gives a consistent report and gives advisors the ability to analyze potential planning strategies," she said. "Our partners provide comprehensive advice and needed a tool to streamline tax reviews. Holistiplan was a natural fit for our Carson Partners' tech stack."

The service has facilitated conversations about Roth conversions, Medicare premium surcharges, and tax brackets and penalties, said Dan Adams, partner and advisor at Latitude Wealth Management, in Kennewick, Wash., in a statement. 

"Holistiplan is a fantastic value add to the client experience that doesn't add any cost to the client—or to our firm," added Joel Worsfold, managing director of Carson Wealth in West Des Moines, Iowa, in a statement. 

Holistiplan won top honors at XY Planning Network’s 2019 fintech competition and was discussed as an in-demand tech offering at this year’s conference, which concluded last week. The tax planning software developer added upper limit tax bracket guardrails and household organization features earlier this year.

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