Award-Winning Software for Tax Planning

Holistiplan simplifies and scales tax planning to save time, deliver more value, and win clients faster.

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Built for Financial Advisors

Holistiplan breaks down barriers for financial professionals at any level with breakthrough tax planning services for clients. We synthesize your clients’ financial documents to map where and how their money could flourish with Roth conversions, tax-efficient withdrawals, charitable giving, and more.

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Capitalize On Every Possibility

We help advisors deliver the richest experience to their clients with the most complete suite of planning tools — all in a single platform.

Tax Planning

Tax Reports & Scenario Analysis

Make sense of confusing tax documents and accurately project tax impacts and liabilities down to the dollar.

Insurance Planning

Home, Auto, and Umbrella Risk Management

Quickly scan and assess home, auto, and umbrella policies to identify coverage gaps and actionable insights.

Estate Planning

Coming Soon

Put a plan in place for clients to avoid probate and reduce estate, inheritance, and capital gains taxes.

Tax Planning

Tax Reports & Scenario Analysis

Tax Reports & Scenario Analysis

Make sense of confusing tax documents and accurately project tax impacts and liabilities down to the dollar.

Learn More

Insurance Planning

Home, Auto, and Umbrella Risk Management

Home, Auto, and Umbrella Risk Management

Quickly scan and assess home, auto, and umbrella policies to identify coverage gaps and actionable insights.

Learn More

Estate Planning

Coming Soon

Coming Soon

Put a plan in place for clients to avoid probate and reduce estate, inheritance, and capital gains taxes.

Learn More

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Don’t Just Take Our Word For It

Hear from our network of over 30,000 customers nationwide.

Founder, Wealth Advisor and Lead Tax Planner Taylor Financial Group

Debra Taylor CPA/PFS™, JD CDFA®

“Using Holistiplan to provide tax planning is the single best decision we have made for the strategic direction of our firm. Happier and stickier clients, deeper relationships, increased wallet share, larger prospects, and differentiation from our ‘competition’.”

Founder & CEO, RetireMitten Financial Planning

Byran Haggard

“Holistiplan has allowed us to keep and maintain more clients than any other piece of technology that we use. The ROI has been incredible.”

Principal, Staib Financial Planning

Paul Staib

“Holistiplan is probably the most valuable piece of my software stack. Without question it improves the quality, value, and level of service I’m able to provide clients.”

Tax Strategy Manager, Mission Wealth

Michael Malmgren

Holistiplan is a game changer. It makes tax projections inclusive of all scenarios, but it keeps the process simple enough to allow advisors and otherwise non-tax practitioners to use it. The ability to SEE the effect of potential decisions based on simple inputs and changes is powerful! The Tax Report is powerful! Range Calc is powerful! The ability to toggle the delta column is powerful!

Founder, Agile Wealth Partners

John Oliver

The product continues to evolve and get easier to use. The needed updates are recognized and done quickly as taxes and policies change often. Great Job.

Planning for Good

Karen Melo Ticas CFP®

This provides us unique insight to a client’s tax situation, without us having to be tax professionals and without providing any advice.

Centry Financial Advisors

Janice Cackowski, CFP®

Makes tax projections super easy. A terrific added value for my clients.

Executive Director, Edelman Financial Engines

Thomas Wood

Holistiplan is a great “x-ray” of a person or couple’s tax return with both numeric and graphical display of the situation. Also, everything is easy to use and it works like it is supposed to – a rarity in today’s world. And, finally, the real icing on the cake is the outstanding support provided to users – very prompt and accurate responses by real people – another extreme rarity!Honest bottom line, Holistiplan is one of the best pieces of software I have ever had the pleasure of using.

President & CEO, Gottlieb Wealth Management

Jeremy Gottlieb

Great program, saves me so much time as I used to do these calculations by hand. Keep up the good work.

Financial Planner, AEL Wealth Management

Tom Farrer CFP®, CRPC®

Holistiplan is easy to use and provides good data in a very “digestible” format. Exactly what I want from all my tech.

Why Advisors Choose Holistiplan

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Value

Deliver Richer
Financial Planning

We bring tax planning to every advisor so they can bring it to every client.
Our long-term strategies transcend tax season so you can grow your clients’ wallet share and set yourself apart in a crowded market.

Efficiency

Go from Zero to Client Hero in Seconds

Tax planning can be a tedious, time-consuming process. Holistiplan’s Optical Character Recognition (OCR) algorithmically sifts through your stream of figures in 45 seconds so you can figure out the shining opportunities that await your clients next year.

Partnership

Get Support From a Team Who Gets You

Holistiplan was launched by two CFP® professionals to solve a key challenge: speeding up the financial planning process for advisors while delivering more value to clients. We’ve been in your shoes and are here to support you every step of the way.

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