Holistiplan
Tax planning, simplified.
"Holistiplan is a tax planning software designed to help financial advisors identify potential tax planning opportunities for their clients. By scanning and analyzing client tax returns, Holistiplan automates the process of identifying key tax data and potential planning strategies, ultimately saving advisors time and improving client outcomes."
Strategic Capability Analysis
Agentic Intelligence Briefing
"Holistiplan automates tax return analysis, helping advisors identify tax savings opportunities and provide more comprehensive financial planning."
Stack Compatibility Profile
How Holistiplan integrates into institutional RIA stacks.
Alternative Peer Landscapes
Avante
Healthcare and Medicare planning, simplified.
Bloomberg Tax (BNA)
Expert tax planning and compliance solutions for RIAs.
Capitaliz
Accurate business valuation for informed financial planning.
Carefull
Protecting client finances and family peace of mind.
CFS
Expert education planning solutions for financial advisors.
Covet
Empowering RIAs to deliver exceptional legacy planning.