With Holistiplan, comprehensive financial planning becomes available to more advisors, empowering them to offer richer, more effective solutions to clients without ever sacrificing speed.
We integrate with your favorite financial planning apps and champion our clients to become steadfast consultants for their current and next generation of customers.
With Holistiplan, you can focus on advising your clients with confidence, knowing their financial information is safeguarded with the highest industry standards. Our security program is informed by SOC 2 Type II and NIST frameworks and continuously monitored for control effectiveness with a number of technical tools and processes.
Holistiplan was created by financial advisors, for financial advisors. Having been in your shoes, we’re here to help you make the most of the platform. Plus, our dedicated tax team keeps a close eye on tax law changes and updates the software so you can focus on what matters most — delivering value to your clients.
We integrate with your favorite financial planning apps and champion our clients to become steadfast consultants for their current and next generation of customers.
With Holistiplan, you can focus on advising your clients with confidence, knowing their financial information is safeguarded with the highest industry standards. Our security program is informed by SOC 2 Type II and NIST frameworks and continuously monitored for control effectiveness with a number of technical tools and processes.
Holistiplan was created by financial advisors, for financial advisors. Having been in your shoes, we’re here to help you make the most of the platform. Plus, our dedicated tax team keeps a close eye on tax law changes and updates the software so you can focus on what matters most — delivering value to your clients.
Try Holistiplan free for seven days or connect with a member of our team to catch a quick demo.
Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay up to date on our latest features and offerings.
