Holistiplan for Financial Advisors

Stand out from the competition, save valuable time, and create the most comprehensive financial plans for your clients.

Minimize manual work. Meet every client’s needs.

Work at the Speed of Now

No more time-consuming manual reviews. Experience summarization and tax return insights in 45 seconds.

Build A New Model

Optimize custom client outcomes with our Scenario Analysis and Roth conversion modeling.

Deliver More Value

Identify additional planning opportunities immediately and capture greater wallet share with clients.

Tax Planning

Find the hidden figures to free clients of tax burden

Holistiplan processes tax returns in seconds for custom client recommendations that reduce their tax burden and empower smarter financial decisions.

Tax Report

Turn complex tax documents into clear planning opportunities neatly packaged in a client-friendly, shareable report.

Scenario Analysis

Minimize tax liabilities with precise projections and automated calculations.

Tax Explainer

An interactive tool detailing the how and why of your clients’ taxes.

Turn complex tax documents into clear planning opportunities neatly packaged in a client-friendly, shareable report.

Minimize tax liabilities with precise projections and automated calculations.

An interactive tool detailing the how and why of your clients’ taxes.

Insurance Planning

Easily analyze P&C policies to protect your clients’ wealth

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.

Policy Review

Scan home, auto, or umbrella insurance policies to generate actionable recommendations.

Insurance Gap Identification

Identify coverage gaps and approach your agent with confidence using a customized “questions for your agent” report.

Instant Rebuilding Cost Estimator

Determine the appropriate amount of insurance coverage to purchase for optimal financial protection.

Scan home, auto, or umbrella insurance policies to generate actionable recommendations.

Identify coverage gaps and approach your agent with confidence using a customized “questions for your agent” report.

Determine the appropriate amount of insurance coverage to purchase for optimal financial protection.

Estate Planning

Prepare every asset for the unexpected

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.

Estate Report

Reveal insights on living wills, trusts, beneficiaries, powers of attorney, and medical directives to ensure clients’ plans meet their goals.

Asset Diagram

See exactly who receives what and how much with a clear breakdown of final asset distribution.

Beneficiary Report

Regularly review all transfer-on-death assets to confirm they’re properly assigned to the right beneficiaries.

Reveal insights on living wills, trusts, beneficiaries, powers of attorney, and medical directives to ensure clients’ plans meet their goals.

See exactly who receives what and how much with a clear breakdown of final asset distribution.

Regularly review all transfer-on-death assets to confirm they’re properly assigned to the right beneficiaries.

Hear From Our 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.”

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.”

More AUM awaits.

Try Holistiplan free for seven days or connect with a member of our team to catch a quick demo.