Holistiplan
Simplify and scale tax planning to save time and deliver more client value.
Executive Summary
Holistiplan is an award-winning software designed for financial advisors to simplify and scale tax, insurance, and estate planning. It automates the analysis of client financial documents, particularly federal tax returns, to quickly identify tax-efficient strategies and planning opportunities. The platform aims to save advisors time, enhance client value, and accelerate client acquisition. The software provides comprehensive tools for scenario analysis, allowing advisors to project tax impacts and liabilities under various strategies, including support for state tax projections and complex calculations like ACA subsidies and and AMT. Holistiplan generates detailed tax reports, including "Explainer Reports," to help advisors clearly communicate complex financial strategies to their clients. It integrates with popular CRM systems to streamline data import and offers an API for custom integrations, ensuring compatibility with existing financial planning ecosystems.
Use Cases
- Tax planning for clients
- Estate planning strategy development
- Insurance planning analysis
- Analyzing federal tax returns for insights
- Projecting tax impacts and liabilities
Features
Visibility
- Client Dashboard: Provides an intuitive overview of client financial data, tax projections, and planning opportunities.
Intelligence
- Automated Tax Return Analysis: Automatically analyzes uploaded tax returns to identify key data points and planning opportunities.
- Scenario Modeling: Allows advisors to model various tax scenarios and project their impact on client liabilities.
- State Tax Projections: Supports projections for state taxes in addition to federal.
Technical Specifications
- Deployment
- SaaS
- Authentication
- SSO/SAML, SAML 2.0
- API Available
- Yes
Integrations
- Asset Map
- Zocks
- Jump
- Redtail
- Wealthbox
- PreciseFP
Pricing
- Model
- Subscription tiers based on usage (e.g., returns or households)
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market,Enterprise
- Contract Type
- Monthly, Annual
- Free Trial
- Yes, 7 days
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.
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