In the News

Articles, In the News
March 26, 2026

Holistiplan Appoints Stephen Langlois to Board of Directors

In the News
March 17, 2026

Holistiplan Leads Tax Planning Software Category With 39% Market Share in T3 Tech Survey, Expands Workflow Automation and AI Capabilities in 2026 Roadmap

In the News
March 17, 2026

Holistiplan and Jump Announce Integration to Power Smarter, More Contextual Tax Conversations

Articles, In the News, Resources
March 5, 2025

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

In the News
June 18, 2024

Nitrogen Partners with Holistiplan to Offer Exclusive Pricing and Launch the First In-Person Holistiplan Tax Summit at the Fearless Investing Summit

In the News
June 18, 2024

Asset-Map® and Holistiplan Finalize Integration Partnership

In the News
June 18, 2024

AssetMap teams up with tax-planning tech firm Holistiplan

In the News
February 8, 2024

Tech Trends In Wealth Management To Watch In 2024

In the News
February 8, 2024

T3: Rapid Uptick in Tax and Estate Planning Software By Advisors

In the News
February 8, 2024

Holistiplan Partners with University CFPⓇ Programs to Provide Technology to Financial Planning Students

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