In the News

In the News
July 11, 2022

Digital Digest: The Latest Tech News – SEI, Holistiplan

In the News
July 11, 2022

Fintech Bytes: SEI partners with Holistiplan

In the News
July 7, 2022

Holistiplan Partners with SEI to Provide Tax Planning for 7,500 Financial Advisors

In the News
May 4, 2022

Holistiplan Recognized as Top-Ranked Tax Planning Solution in Financial Advisor Survey

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

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