Canopy Connect Partners with Holistiplan to Streamline Insurance Data for Advisors
Canopy Connect and Holistiplan Announce Partnership to Enhance Financial Planning with Insurance Data
Beaverton, OR - January 28, 2026: Industry leaders Canopy Connect, a specialist in insurance verification technology, and Holistiplan, a financial planning platform supporting over 55,000 financial professionals, have formed a collaboration to streamline property and casualty insurance analysis within the financial planning sector.
This strategic integration enables financial advisors to swiftly access verified policy information from more than 300 insurance providers, significantly reducing the time often spent on the manual collection of documents. With this automation, advisors can more efficiently incorporate comprehensive risk management assessments into their annual client reviews.
By utilizing Canopy Connect's 250-plus standardized policy fields, Holistiplan allows advisors to readily identify potential insurance coverage gaps and adjust liability limits as necessary. The combined solution enhances proactive risk management strategies within the platforms advisors already utilize for tax and estate planning.
Tolga Tezel, founder and CEO of Canopy Connect, highlighted the added value: “Integrating verified property and casualty policy data into the planning process allows advisors to offer improved insights and faster service to clients.”
Roger Pine, cofounder and CEO of Holistiplan, emphasized the benefits of the integration: “Eliminating manual data collection supports advisors in providing accurate insurance insights with the efficiency and reliability expected from our other financial planning tools.”
Automation of Insurance Analysis
Holistiplan's comprehensive ecosystem now includes insurance analysis on par with its existing tax and estate planning capabilities, setting a new standard in fully automated P&C policy evaluation via direct carrier connections. Both companies aim to visit us online for further details on implementing this integration.
About Holistiplan
Holistiplan provides a cutting-edge platform within the financial technology sector, supporting over 50,000 users. In only four years, it has become a preferred choice for nearly ten thousand financial planning firms, earning recognition as a leading tax planning software provider across multiple industry surveys.
About Canopy Connect, Inc.
Canopy Connect specializes in providing secure, API-driven solutions that allow for real-time retrieval of insurance information directly from carriers. Their technology supports insurance agencies, lenders, and other businesses in delivering efficient insurance services. Further information is accessible at https://www.usecanopy.com.