In the News

In the News
May 28, 2020

Holistiplan Introduces Automated Tax Optimization Feature

In the News
April 28, 2020

The Need for Planning—Not Just Advice—Is Clear. Where does a comprehensive financial plan start?

In the News
April 15, 2020

Holistiplan Rolls Out New Feature for Optimizing Tax Brackets; With the "Solve for Max" feature, advisors can more easily find a client’s optimal tax bracket.

In the News
April 15, 2020

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

In the News
April 13, 2020

Reviewing Tax Returns Can Help Financial Advisors Reassure Clients and Find Planning Opportunities

In the News
March 31, 2020

How Industry Partners Can Stay Close, Add Value According to an Established RIA

In the News
March 30, 2020

The latest in financial adviser fintech — March 2020

In the News
March 11, 2020

Holistiplan Reorganizes Clients By Households; The tax return review tool is officially receiving 2019 tax return uploads, as well as announcing new tools to support income- and capital gains-based advice.

In the News
February 18, 2020

T3 2020 Advisor Conference in San Diego

In the News
January 6, 2020

How the fintech revolution is transforming your financial adviser; Financial technology tools help planners to be more effective and efficient

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