Financial Planning and Analysis Software
Simplify and scale financial planning for taxes, insurance, and estates.
Executive Summary
Holistiplan provides specialized software designed to transform financial planning and analysis workflows for financial advisors. It enhances accuracy and efficiency by simplifying complex processes related to tax, insurance, and estate planning. The platform equips advisors with tools to plan, budget, and analyze client finances, enabling them to identify opportunities like Roth conversions, qualified charitable distributions (QCDs), and bracket management. By visualizing tax planning strategies and offering clear deliverables, Holistiplan helps advisors strengthen client relationships and deliver immediate, tangible value. It integrates with existing CRM and financial planning systems to streamline data import and workflow, making it a cornerstone for comprehensive client financial plans.
Use Cases
- Perform on-demand tax planning, including Roth conversions and bracket management.
- Develop comprehensive estate planning strategies for clients.
- Analyze client tax returns to identify savings and planning opportunities.
- Streamline financial budgeting and analysis for individual clients.
- Identify charitable giving opportunities and optimize related tax strategies.
Technical Specifications
- Deployment
- SaaS
- Authentication
- SSO/SAML
- API Available
- Yes
Integrations
- Asset Map
- Zocks
- Jump
- Redtail
- Wealthbox
- PreciseFP
About Holistiplan
Holistiplan is an award-winning tax planning software solution designed for financial advisors. It simplifies and scales the financial planning process for taxes, insurance, and estates, helping advisors be more comprehensive and efficient through AI-powered document processing and scenario modeling.