Where Financial Advisors Do Their Best Work

With Holistiplan, financial professionals at any level can exceed client expectations with service that scales.

Everything you need to plan in one platform.

You already contend with customer demand, compliance, and market unknowns. You need a platform that keeps you on pace to outpace the competition and keep your clients content. Earn your fee and then some with Holistiplan.

For Financial Advisors

Deliver rich financial planning to more clients, faster.

  • Expedite tax planning processes
  • Identify insurance coverage gaps
  • Keep estate plans up-to-date
For CPAs

Add client value and a new revenue stream.

  • Simplify tax returns
  • Model personalized tax scenarios
  • Build richer client deliverables

For Financial Advisors

Deliver rich financial planning to more clients, faster.

  • Expedite tax planning processes
  • Identify insurance coverage gaps
  • Keep estate plans up-to-date

For CPAs

Add client value and a new revenue stream.

  • Simplify tax returns
  • Model personalized tax scenarios
  • Build richer client deliverables

Meet your new favorite asset.

Sign up for a free seven-day trial of Holistiplan or connect with our team for a quick demo.