Mili and Holistiplan Integrate AI to Automate Tax-Driven Advisory

The partnership creates a seamless bridge between Holistiplan’s tax-read analysis and Mili’s AI agents. Advisors can now pull data from a client’s tax return directly into meeting preparations, allowing for real-time scenario modeling during client interactions. Beyond simple retrieval, the integration enables advisors to generate firm-branded proposals and surface planning opportunities across an entire book of business automatically.

Market demand fueled the collaboration, as firms using both platforms sought to eliminate the friction of toggling between disparate tools. With more than 10,000 firms currently utilizing Holistiplan, the scale of this integration aims to standardize proactive tax guidance across diverse client portfolios. According to Mili CEO Chirag Gandhi, tax-centric advice serves as a tangible metric for advisor value, positioning firms that adopt these AI workflows at a distinct competitive advantage. Holistiplan CEO Roger Pine noted that the primary goal remains scalability, ensuring that high-level guidance is accessible to every client relationship rather than restricted to complex cases. The integrated system is available to mutual customers immediately.