Mili, an AI platform for wealth management firms, and Holistiplan, tax-planning software used across more than 10,000 advisory firms, have announced a partnership that puts a client’s tax analysis to work across the adviser’s workflows.
Advisers walk into meetings with a client’s latest tax summary already in their preparation, ask specific questions mid-meeting and get answers drawn from the return itself, and take Holistiplan’s scenario analyses into planning conversations and client follow-ups. That analysis also becomes firm-branded proposals and presentations, and Mili’s agents surface opportunities across an adviser’s full book.
A tax return is the densest record a client ever hands their adviser: income, businesses, charitable giving and life changes, documented in one filing.
More than half of financial advisers run tax planning on Holistiplan, according to Kitces Research. Six consecutive years atop the T3/Inside Information Software Survey,
