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PreciseFP and Holistiplan link up to smooth advisors’ tax-data trifles
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investmentnews.comPreciseFP and Holistiplan, two prominent players in the planning fintech space, have forged an alliance to help ease the notoriously irksome process of tax data collection for financial advisors.
The partnership announced Thursday connects Holistiplan’s tax planning software with PreciseFP’s
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