In the News

In the News
April 26, 2022

Holistiplan Hits 10,000 Users on Award-Winning Tax Software

In the News
March 11, 2022

Holistiplan Collaborates with Texas Tech School of Financial Planning

In the News
December 22, 2021

Fintech Targets Client Needs

In the News
September 8, 2021

Tax Planning Solutions Made Easy for Advisors with Kevin Lozer, CFP

In the News
August 27, 2021

A Guide to Holistiplan: Best-in-class tax software

In the News
May 21, 2021

Advisor Innovations: Holistiplan's Kevin Lozer on Tax-Based Financial Planning

In the News
April 19, 2021

A Look at the 2021 Advisor Software Survey

In the News
December 11, 2020

The Challenges of Starting an RIA From Scratch

In the News
November 25, 2020

A List of Tech Tools for Your Financial Advisor Firm

In the News
November 25, 2020

Technical Topics

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