Join Our Enterprise Ecosystem
Give your team the tools, resources, and training they need to deliver consistent, high-quality work to every client.
Give your team the tools, resources, and training they need to deliver consistent, high-quality work to every client.
Holistiplan partners with enterprises across industries to equip financial professionals with the essential tools for tax, insurance, and estate planning. But we don’t stop at technology—we collaborate closely with firms to offer ongoing education through in-person workshops and training, ensuring better outcomes for clients.
Growing AUM
Adoption of tech consolidation will lead to an acceleration of assets that proves its value YoY.
Time Savings
Experience software that scales so you can focus on what matters — nurturing client relationships.
Enterprise-Level Security & Compliance
Stay secure and compliant with a platform built on SOC 2 Type II and NIST standards.
Exclusive Resources
We give you what you need to succeed. Welcome to a team approach of world-class Enterprise support with webinars, conferences, workshops, and academy classes
Reach out to our team at partnerships@holistiplan.com and we’ll be in touch.