In the News

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

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February 8, 2024

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

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February 8, 2024

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

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Holistiplan Passes 20,000 Advisors Milestone

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May 11, 2023

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

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

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21 Best Tax Software, Apps & Tools in 2023

In the News
November 23, 2022

LPL Boosts Tax Capabilities for Advisors With Holistiplan

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WealthStack Roundup: News From Bento Engine, Holistiplan and Addepar

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