Perfect Every Financial Plan

Deliver data breakdowns and dollar breakthroughs for your clients’ tax, estate, and insurance planning — all in a single platform.

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Tax Planning

Find what’s waiting in the margins.

Let’s face it—tax planning can be painful. With Holistiplan, detailed tax returns are digested in seconds, not hours, revealing personal recommendations and scenarios that help your clients reduce their lifetime tax burden and make their smartest financial moves.

Tax Report:
Showcase breakdowns in marginal tax brackets and state tax hints.
Scenario Analysis:
Model and visualize possibilities for next tax season.
Tax Explainer:
An interactive tool detailing the how and why of your clients’ taxes.

Experience

Insurance Planning

We have your coverage covered.

Property and Casualty (P&C) insurance is crucial for protecting your client’s wealth. Holistiplan equips advisors like you with the tools to efficiently evaluate your client’s home, auto, and umbrella coverage, ensuring it evolves with their circumstances and financial goals.

Scans policies to identity coverage gaps
Highlights oft-overlooked considerations and opportunities
Aligns clients’ planning and personal insurance
Instant Rebuilding Cost Estimator

Experience

Estate Planning

Where there’s a will there’s a plan.

With $84 trillion in assets changing hands over the next 20 years, it’s important your client’s assets don’t land in legal limbo. Holistiplan brings speed to the estate planning process so you can review wills and trusts in record time and always keep client plans aligned after life changes.

Estate Report:
Align clients’ estate plans and documents with their needs.
Asset Diagram:
Visually showcase who’s receiving how much.
Beneficiary Report:
Assign all transfer-on-death assets to the intended recipients.

Experience

Integrations

Reduce redundant tasks and rediscover a better way to work.

Managing financial plans is complex enough—your tech stack shouldn’t make it harder. Holistiplan seamlessly integrates with leading financial planning, CRM, and strategic tools, ensuring your data flows effortlessly across platforms. Say goodbye to duplicate data entry and disconnected workflows, and hello to more time spent on high-value client interactions.

Automated Data Sync
Keep client information up-to-date across all your essential tools.
Seamless Workflow
Eliminate manual tasks and focus on delivering impactful advice.
Connected Insights
Leverage real-time data to make informed planning decisions with confidence.

Experience

Connect with your favorite financial planning tools. Priceless.

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Hear From Our Customers

Principal, Staib Financial Planning

Paul Staib

“Holistiplan is probably the most valuable piece of my software stack. Without question it improves the quality, value, and level of service I’m able to provide clients.”

Founder, Wealth Advisor and Lead Tax Planner Taylor Financial Group

Debra Taylor CPA/PFS™, JD CDFA®

“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’.”

Founder & CEO, RetireMitten Financial Planning

Byran Haggard

“Holistiplan has allowed us to keep and maintain more clients than any other piece of technology that we use. The ROI has been incredible.”

Where clients‘ needs and advisors’ speed meet.

Experience Holistiplan for free for seven days, or reach out to our team for a quick demo.

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