Join Holistiplans Exclusive Partner Program

For special deals on our complete suite of planning tools, guarantees to delight your advisors and drive more business

Empower every advisor with top-rated software.

Partner with Holistiplan to bring our award-winning tax, insurance, and estate planning software to your advisors. With our exclusive Partner Program, you’ll get special deals, along with resources and educational webinars to empower your advisors with the best technology to drive their businesses forward.

We’re proud to partner with 80+ of the industry’s top RIAs, broker-dealers, and financial technology providers.

Program Benefits

Hear From Our Partners

Principal, Staib Financial Planning
Paul Staib

“Using Holisiplan 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 Holisiplan 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 Holisiplan 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’.”

Join Our Network

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