Fintech Impact

Host Jason Pereira talks to Kevin Lozer - Co-Founder of Holistiplan; it is a financial planning software that focuses specifically on tax planning. It generates a PDF version of your tax return and extracts all the verifiable information and actual data. Episode Highlights:0.52: Kevin explains about Holistiplan – it is tax planning software for advisors built by advisors. It allows an advisor to upload a PDF tax return and get a client deliverable prepopulated scenario and then screen and identify some planning opportunities all again with just uploading a previous year’s tax returns. 1.12: What Holistiplan really does is automate a tax return review. Then all of the work that succeeds that tax return review that advisors do, typically requires a whole lot of data entry. Historically, the company has taken that data entry out of the picture, and now advisors can just spend the time focusing on conversing with the client about their tax situation.1.19: Kevin says the idea to launch the Holistiplan st