Join Our Enterprise Ecosystem

Give your team the tools, resources, and training they need to deliver consistent, high-quality work to every client.

Deliver consistent client results at scale

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.

We work with the largest broker dealers, private banks, and 9 of the top 15 RIAs in the US.

Program Benefits

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

Hear From Our Partners

JD CDFA®
Debra Taylor CPA/PFS™

“Using Holistiplan to provide tax planning is the single best decision we have made for the strategic direction of our firm. Happier and stickier clients, deeper relationships, increased wallet share, larger prospects, and differentiation from our ‘competition’.”

Principal, Staib Financial Planning
Paul Staib

“Using Holistiplan to provide tax planning is the single best decision we have made for the strategic direction of our firm. Happier and stickier clients, deeper relationships, increased wallet share, larger prospects, and differentiation from our ‘competition’.”

JD CDFA®
Debra Taylor CPA/PFS™

“Using Holistiplan to provide tax planning is the single best decision we have made for the strategic direction of our firm. Happier and stickier clients, deeper relationships, increased wallet share, larger prospects, and differentiation from our ‘competition’.”

Principal, Staib Financial Planning
Paul Staib

“Using Holistiplan to provide tax planning is the single best decision we have made for the strategic direction of our firm. Happier and stickier clients, deeper relationships, increased wallet share, larger prospects, and differentiation from our ‘competition’.”

Partner with Us

Reach out to our team at partnerships@holistiplan.com and we’ll be in touch.