XY规划网络增加了Holistiplan税软件,使其2 100多名顾问受益,该软件于2025年XYPNLIVE启动。 XY Planning Network adds Holistiplan tax software to benefits for its 2,100+ advisors, launching at XYPN LIVE 2025.

XY规划网选择了Holistiplan(一种税务规划软件)作为其2 100多名只收费用的财务顾问网络的一项福利。 XY Planning Network has selected Holistiplan, a tax planning software, as an included benefit for its network of over 2,100 fee-only financial advisors. 这一伙伴关系旨在帮助顾问简化税务规划、获得新的见解和提高客户价值。 The partnership aims to help advisors streamline tax planning, gain new insights, and enhance client value. 扩大的惠益将在2025年XYPN LIVE启动,成员可在那里获得培训和支持,以便将这一工具纳入其实践。 The expanded benefit will launch at XYPN LIVE 2025, where members can access training and support to integrate the tool into their practices.