In the News

In the News
October 20, 2020

Holistiplan’s Innovative Tax-Planning Software is Latest Value-add to Carson’s Tech Stack

In the News
October 5, 2020

Carson Group Taps More Funds to Fuel Partner Firm M&As

In the News
October 1, 2020

Two New Tech Tools

In the News
September 24, 2020

Roger Pine of Holistiplan on Speeding up the Tax Planning Process for Financial Advisors

In the News
September 17, 2020

Emerging Tech Week: Possibilities and Threats Facing the Future of Fintech

In the News
September 14, 2020

3 Questions with Adam Holt of Asset-Map

In the News
September 9, 2020

Benzinga Global Fintech Awards Spotlight

In the News
September 7, 2020

How Financial Planners Actually Do Financial Planning

In the News
August 27, 2020

Democratizing Financial Planning and Scaling Your Business with Kevin Lozer

In the News
August 14, 2020

Carson Coaching Launches Online Hub

Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay up to date on our latest features and offerings.

©2026 Holistiplan