Articles

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Straight from Your Peers: 6 Things to Look for in Estate Planning Software Reviews

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Estate Planning Software for Financial Planners: Helping Leave a Legacy that Lasts

Articles, In the News, Resources

Holistiplan Ranked #1 Tax Planning Software for the 5th Year in a Row!

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Online Estate Planning Software: Is It Best for Your Clients?

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Estate Planning Questions for the Modern Firm: “Can I Use CRM Software for Estate Planning?” and More

February 13, 2025

The Overlooked Opportunity: How Estate Planning Deepens Client Relationships

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December 15, 2024

What is Individual Financial Planning Software? (and Other FAQs Clients Ask)

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December 9, 2024

Working Together: Finding the Best Personal Financial Planning Software to Meet Big Picture Needs

December 6, 2024

Forecasting Your Client's Future: Financial Planning Software for Business Owners, Executives, Individuals and More

December 2, 2024

Ready for Retirement? Financial Planning Software That's Right for Your Retiring Clients