Getting Started with Prizm Insurance скачать в хорошем качестве

Getting Started with Prizm Insurance

Meaghan walks through Holistiplan’s new Prizm Insurance integration and show how we can take P&C insights one step further without leaving the platform. From enabling the integration to sending a client’s insurance review directly to Prizm, we show how we can help clients shop the market, clarify coverage gaps, and explore better-fit options while staying fully in control of the relationship. This workflow creates a clear, advisor-led path from identifying risk to helping clients take action, all with transparency, tracking, and minimal friction. Holistiplan is a fast-growing, fast-paced company within the Financial Technology (FinTech) sector. With more than 50,000 users, our award-winning software allows financial planners to turn their clients’ tax returns into a customized tax report within seconds. We believe it’s the future of tax planning, and the nearly ten thousand financial planning firms we’ve added as subscribers in our first four years seem to agree. Holistiplan has been voted the #1 tax planning software in the 2021, 2022, 2023, and 2025 Kitces Report Studies and the #1 tax planning software for 5 consecutive years in the T3 / Inside Information Software Surveys. 🗓️ Schedule a demo or start a 7-day free trial at https://www.holistiplan.com 👉 Register for our webinars, simulives or watch our videos to learn more about tax planning and Holistiplan's products at https://www.holistiplan.com/webinars-...