Holistiplan SSO
Información general
Holistiplan is a tax planning and financial analysis platform designed for financial advisors and planning firms. The Okta Holistiplan integration enables firms to provide secure, centralized access to Holistiplan using Single Sign-On (SSO) with SAML 2.0, helping teams streamline authentication and maintain compliance while simplifying user access management.
Última actualización: Oct. 27 2025
Functionality
Add this integration to enable authentication and provisioning capabilities.
Authentication (SSO) |
|
|---|---|
Provisioning |
|