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Holistiplan
Pricing
About Us
Careers
FAQ
Security
Resources
Insights
Video Vault
In the News
Integrations
Contact
Start Free Trial
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In the News
XYPN FinTech Competition: Bionic Tax Planning Takes First; Turning client tax returns into a planning opportunity shouldn’t be difficult, say co-founders of Holistiplan.
Sep 11, 2019
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In the News
XYPN Announces Fintech Finalists: The six finalists present their products before a panel of judges next month.
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In the News
Advisor tech shifts focus to next-gen clients
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