Within 45 seconds, Holistiplan’s OCR technology scans 100s of pages of tax returns, instantly creating a white-labeled client-facing deliverable. Meet the Tax Report - a visual summary of the tax return, complete with tax planning opportunities that financial planners can discuss with their clients.

• Flagship feature with powerful visuals and illustrations to simplify complex data
• White-labeled report with your firm’s logo and disclaimer
• Highlights tax planning opportunities
• Observations customized to your clients return, in every stage of life
• Review directly with clients or deliver in PDF format

Advisors can go much deeper and model out different scenarios like Roth conversions, charitable giving, and capital gains down to the dollar to show the impact on tax liabilities. This allows you to see the impact on any tax implications before it happens.

• Precise calculations to minimize tax liabilities
• Model Roth Conversions and Donor Advised Funds
• Model Qualified Charitable Distributions
• Range Calculator

Holistiplan's new Insurance Risk Management tool brings the OCR technology you know and love to Home, Auto and Umbrella policies, allowing you to quickly identify areas where there may be gaps in coverage for your clients.

• Actionable Insights for Home, Auto, Umbrella
• Instant Rebuilding Cost Estimator
• Identifies Gaps in Coverage
• Drives home the value for your clients that you care about them and you’re looking at it.

Coming soon!

• Estate Report, a summarization and insights tool for living will & trusts, beneficiaries, power of attorney, medical power of attorney, and advanced medical directives
• Asset Diagram, which is a waterfall diagram of how assets are distributed and shows the final distribution of assets
• Beneficiary Report, which summarizes who gets what