In the News

Articles, In the News, Resources
March 5, 2025

Holistiplan Ranked #1 Tax Planning Software for the 5th Year in a Row! 

In the News
June 18, 2024

Nitrogen Partners with Holistiplan to Offer Exclusive Pricing and Launch the First In-Person Holistiplan Tax Summit at the Fearless Investing Summit

In the News
June 18, 2024

Asset-Map® and Holistiplan Finalize Integration Partnership

In the News
June 18, 2024

AssetMap teams up with tax-planning tech firm Holistiplan

In the News
February 8, 2024

Tech Trends In Wealth Management To Watch In 2024

In the News
February 8, 2024

T3: Rapid Uptick in Tax and Estate Planning Software By Advisors

In the News
February 8, 2024

Holistiplan Partners with University CFPⓇ Programs to Provide Technology to Financial Planning Students

In the News
June 22, 2023

Holistiplan Passes 20,000 Advisors Milestone

In the News
May 11, 2023

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

In the News
May 11, 2023

From ChatGPT to Holistiplan, Here’s the Tech That Is Paying Off for Advisors

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