Within 45 seconds, Holistiplan’s OCR technology scans 100s of pages of tax returns, instantly creating the client friendly Tax Report. Complex tax returns are transformed into clear, actionable tax planning opportunities that advisors can use as a jumping off point. We stay on top of changes to the tax code so you don't have to.

• Simplify complex data and provide key tax planning insights
• Shareable, compliant, client-friendly report with your firms branding
• Easily see Key figures, Tax Brackets, Medicare Premiums

Create personalized scenarios for every stage of a client's life, anticipating tax implications before key events occur. Advisors can model events like Roth conversions, charitable giving, and capital gains, accurately projecting their impact on clients' tax assets or liabilities down to the dollar.

• Minimize tax liabilities with precise projections and calculations
• Model Roth Conversions and Donor Advised Funds
• Account for potential tax impacts from common events
• Visualize effective tax changes and impacts of incremental income

Most clients expect their financial advisors to identify P&C risks, like insufficient car, homeowners, or liability coverage, yet few advisors offer this service. By addressing your clients' P&C needs, both you and your clients benefit.

Holistiplan’s new Insurance Risk Management Tool helps advisors quickly assess Home, Auto, and Umbrella coverage, providing personalized insights and making it easy to integrate P&C into a holistic planning practice.

• Scans policies to identify coverage gaps and actionable insights
• Highlights considerations that are often overlooked
• Aligns clients' planning and personal insurance
• Instant Rebuilding Cost Estimator

The upcoming Estate Planning module empowers advisors to transform estate planning into a more dynamic, ongoing conversation, allowing you to continue serving as the quarterback for your clients' financial needs.

• Estate Report: Ensure clients' estate plans and documents achieve their intended goals.
• Asset Diagram: Visually show clients who receives what and how much in their estate plan.
• Beneficiary Report: Ensure all transfer-on-death assets are correctly assigned to the intended recipients.
• Customized, compliant deliverables aligned with your firm’s branding