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My Account
Platform
Platform
Tax Planning
Insurance Planning
Estate Planning
Integrations
Resources
Resources
Articles
Case Studies
Webinars and Videos
FAQ
Support
Pricing
Who It’s For
Who It's For
Financial Advisors
CPAs
Partners
Partners
Partners Program
Referral Program
Enterprise
About
About
Why Holistiplan
Team
News
Careers
Contact
Shop
Branding & Media
Book a Demo
Start Free Trial
In the News
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
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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
In the News
January 24, 2023
21 Best Tax Software, Apps & Tools in 2023