In the News

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

In the News
November 23, 2022

LPL Boosts Tax Capabilities for Advisors With Holistiplan

In the News
November 23, 2022

WealthStack Roundup: News From Bento Engine, Holistiplan and Addepar

In the News
November 23, 2022

Holistiplan Tax Planning Technology Now Available to LPL Financial Advisors

In the News
November 23, 2022

Edelman Financial Engines focuses on tax planning

In the News
September 9, 2022

Holistiplan and Kitces.com Infuse Tax-Focused Advisor Education into Award-Winning Platform

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