Holistiplan, a tax planning software provider, has established a strategic partnership and platform integration with Zocks, a privacy-focused artificial intelligence assistant for financial advisors.
Holistiplan’s tax data and insights are now integrated directly into Zocks’ AI-powered workflows, according to the announcement, enabling advisors to leverage both platforms to simplify operations and deliver more personalized advice.
“Holistiplan is built to scale comprehensive planning and elevate the quality of every client conversation,” Roger Pine, CEO and co-founder of Holistiplan, said in a statement. “Our integration with Zocks brings powerful AI automation to the day-to-day work of advisory firms so advisors can spend more time advising and less time administering.”
As the announcement details, Zocks helps advisors prepare for meetings by providing a succinct client overview and financial summary in seconds. It can now pull relevant tax analysis and insights from Holistiplan, in addition to information from past meeting notes, emails and data from the advisor’s client relationship management and portfolio management systems.
Likewise, advisors can type a tax-related question into Zocks’ “ask anything” feature and get a client-specific answer sourced from Holistiplan, such as information on itemized deductions, marginal tax rate, dividends and capital gains.
Other features include automated email response drafting using analysis and insights from Holistiplan, with context from past notes, emails, CRM, financial planning and portfolio data.
“Zocks is bringing AI automation and insights into more of the tools advisors rely on every day, including now tax planning,” said Mark Gilbert, CEO of Zocks. “Partnering with Holistiplan integrates best-in-class tax planning into daily advisor workflows like meeting prep, email replies, and forms, which our platform automates with industry-leading accuracy. Advisors can move faster and serve more clients without sacrificing quality.”
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