Alternatives to holistiplan

Leading financial planning software empowering advisors to build stronger client relationships and drive growth.

AI-driven platform for financial advisors to scale advanced planning services.

AI-powered platform simplifying retirement decumulation for financial advisors and institutions.

eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.

Digital wealth management platform for financial advisors to grow their businesses.

Technology platform for financial advisors to manage client relationships and operations.

Indian multinational financial technology company specializing in digital payments, financial services, and e-commerce solutions.

Meeting intelligence and analytics platform.

Unlocking revenue for investors by enabling stock and bond lending.

AI-powered financial planning software for advisors, banks, and wealth management firms.

A global technology and data platform empowering investment professionals with insights and tools.

A financial advice startup.

Next-generation operating system for wealth management.

Investment platform enabling employees to allocate salary to savings with institutional benefits.

Digital platform for comprehensive wealth management, tracking traditional and alternative investments.

A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.

Develops financial planning and policy administration software for large financial institutions.