Partner with Holistiplan

Join us in delivering better financial planning tools that empower more advisors and families.

Partnership Possibilities

Join Our Partner Program

As a Broker Partner, you’ll receive special discounts, access to marketing materials, and exclusive educational sessions.

Become a Referral Partner

As a Referral Partner, you can easily share Holistiplan with your network and earn rewards for every successful referral.

Join Our Enterprise Ecosystem

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.

Not sure which program is right for you?

Reach out to our team at partnerships@holistiplan.com and we’ll work together to find the best fit.