Holistiplan

College Station, United States · 11-50 employees · Private

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.

Company Details

Website: https://www.holistiplan.com/
LinkedIn: https://www.linkedin.com/company/holistiplan

Specializations

Financial Planning
Tax Software
Wealth Management
SaaS
AI/ML

Products & Solutions (3)

Product	Category	Sub-Category	Description
Estate Planning Software	finance	Financial Planning & Analysis	Simplify and scale estate planning for financial advisors.
Financial Planning and Analysis Software	finance	Financial Planning & Analysis	Simplify and scale financial planning for taxes, insurance, and estates.
Holistiplan	tax	Tax Research & Planning	Simplify and scale tax planning to save time and deliver more client value.

Notable Customers

Private Advisor Group