holistiplan

holistiplanholistiplan
holistiplan

holistiplan

Holistic financial planning software for advisors.

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2019ActiveAustin, United States
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About

Holistiplan offers award-winning software that simplifies and scales tax planning, insurance planning, and estate planning for financial advisors and CPAs. Its platform synthesizes client financial documents to provide tax reports, scenario analysis, and risk management insights, helping professionals deliver more value and win clients faster. The company also provides tools for home, auto, and umbrella risk management, with estate planning features coming soon.
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Frequently asked

What does holistiplan do?

Holistiplan offers award-winning software that simplifies and scales tax planning, insurance planning, and estate planning for financial advisors and CPAs. Its platform synthesizes client financial documents to provide tax reports, scenario analysis, and risk management insights, helping professionals deliver more value and win clients faster. The company also provides tools for home, auto, and umbrella risk management, with estate planning features coming soon.

Where is holistiplan headquartered?

holistiplan is headquartered in Austin, United States.

When was holistiplan founded?

holistiplan was founded in 2019.

What industry does holistiplan operate in?

holistiplan operates in Fintech, Financial Planning Software, WealthTech, B2B SaaS, Advisor Tools.

Does holistiplan have an affiliate program?

Yes, holistiplan has an affiliate program. The program runs on Self-hosted affiliate. Register here: https://www.holistiplan.com/affiliates