Holistiplan for Financial Advisors
Stand out from the competition, save valuable time, and create the most comprehensive financial plans for your clients.
Stand out from the competition, save valuable time, and create the most comprehensive financial plans for your clients.
No more time-consuming manual reviews. Experience summarization and tax return insights in 45 seconds.
Optimize custom client outcomes with our Scenario Analysis and Roth conversion modeling.
Identify additional planning opportunities immediately and capture greater wallet share with clients.
Holistiplan processes tax returns in seconds for custom client recommendations that reduce their tax burden and empower smarter financial decisions.
Holistiplan gives advisors the tools to easily assess and adjust your clients’ home, auto, and umbrella coverage, making sure it aligns with their changing needs and financial goals.
Holistiplan makes it easy to review wills and trusts quickly, visualize asset distribution, and keep estate plans up-to-date through every stage of a client’s life.
Try Holistiplan free for seven days or connect with a member of our team to catch a quick demo.