In the News

In the News
November 1, 2019

Robo Tax Planning

In the News
October 31, 2019

Holistiplan Announces Revamped Pricing, New Features; Holistiplan's planned improvements include support for ACA subsidy calculations and AMT.

In the News
October 21, 2019

Nuts and Bolts of Reviewing the Tax Return and How Tax Review Software Helps

In the News
October 10, 2019

Michael Kitces' #FASuccess Podcast: Roger Pine on the Blurring Line Between CPAs and Financial Advisors

In the News
October 8, 2019

#FASuccess Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate Them, with Roger Pine

In the News
September 24, 2019

Holistiplan Named Winner of XY Planning Network's Fourth Annual Advisor FinTech Competition

In the News
September 20, 2019

Advisor tech shifts focus to next-gen clients

In the News
September 11, 2019

XYPN FinTech Competition: Bionic Tax Planning Takes First; Turning client tax returns into a planning opportunity shouldn't be difficult, say co-founders of Holistiplan.

In the News
August 27, 2019

XYPN Announces Fintech Finalists: The six finalists present their products before a panel of judges next month.

In the News
August 27, 2019

XY Planning Network Announces Finalists for its 4th Annual Advisor FinTech Competition; Six finalists will present their products on September 10th at #XYPNLIVE in St. Louis, MO

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