Trusted by over 7,000 firms
Top-Rated Tax Planning Software
Scenario Analysis, Insurance Risk Management, and Estate Planning
Trusted by experts
Award-Winning Software
Since launching in July 2019, Holistiplan has added more than 30,000 users from across the country.
T3/Inside Information Software Surveys
#1 Tax Planning Software in 2021, 2022, 2023, and 2024
Kitces Report Studies
#1 Tax Planning Software in 2021, 2022, and 2023
XYPN FinTech Competition
2019 Winner
Resources
Offering the latest industry insights, Holistiplan news, and helpful videos.
Choosing Financial Planning Software: Advisors’ Top Picks for 2024
As a new Certified Financial Planner (CFP) just starting your financial planning firm, selecting the right software is a critical […]
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“A good financial plan is a road map that shows us exactly how the choices we make today will affect […]
Read MoreFinding the Right Software: Financial Planning Choices for Your Firm’s Needs
In today’s fast-paced financial landscape, most financial planners know that advancements in software can be a game-changer for their practice. […]
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