Partner with Holistiplan
Join us in delivering better financial planning tools that empower more advisors and families.
Join us in delivering better financial planning tools that empower more advisors and families.
Partnership Possibilities
As a Broker Partner, you’ll receive special discounts, access to marketing materials, and exclusive educational sessions.
As a Referral Partner, you can easily share Holistiplan with your network and earn rewards for every successful referral.
As an Enterprise Partner, you’ll receive access to planning tools and support that scales including custom client deliverables, compliance support, and curated training sessions.
Reach out to our team at partnerships@holistiplan.com and we’ll work together to find the best fit.