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Holistiplan

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Trusted by over 7,000 firms

Top-Rated Tax Planning Software

Scenario Analysis, Insurance Risk Management, and Estate Planning
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Trusted by over 7,000 firms of all sizes
Products

Holistic Planning Made Easy

Save time on tax planning, insurance, and estate planning, so advisors can focus on scaling their business with a more comprehensive offering.
Tax Report
Scenario Analysis
Insurance Risk Management - Home, Auto, and Umbrella
Estate Planning - Coming Soon!

Tax Report

Within 45 seconds, Holistiplan’s OCR technology scans 100s of pages of tax returns, instantly creating the client friendly Tax Report. Complex tax returns are transformed into clear, actionable tax planning opportunities that advisors can use as a jumping off point. We stay on top of changes to the tax code so you don't have to.

  • Simplify complex data and provide key tax planning insights
  • Shareable, compliant, client-friendly report with your firms branding
  • Easily see Key figures, Tax Brackets, Medicare Premiums
Tax Report

Scenario Analysis

Create personalized scenarios for every stage of a client's life, anticipating tax implications before key events occur. Advisors can model events like Roth conversions, charitable giving, and capital gains, accurately projecting their impact on clients' tax assets or liabilities down to the dollar.

  • Minimize tax liabilities with precise projections and calculations
  • Model Roth Conversions and Donor Advised Funds
  • Account for potential tax impacts from common events
  • Visualize effective tax changes and impacts of incremental income
Scenario Analysis

Insurance Risk Management - Home, Auto, and Umbrella

Most clients expect their financial advisors to identify P&C risks, like insufficient car, homeowners, or liability coverage, yet few advisors offer this service. By addressing your clients' P&C needs, both you and your clients benefit.

Holistiplan’s new Insurance Risk Management Tool helps advisors quickly assess Home, Auto, and Umbrella coverage, providing personalized insights and making it easy to integrate P&C into a holistic planning practice.

  • Scans policies to identify coverage gaps and actionable insights
  • Highlights considerations that are often overlooked
  • Aligns clients' planning and personal insurance
  • Instant Rebuilding Cost Estimator
Insurance Risk Management - Home, Auto, Umbrella

Estate Planning - Coming Soon!

The upcoming Estate Planning module empowers advisors to transform estate planning into a more dynamic, ongoing conversation, allowing you to continue serving as the quarterback for your clients' financial needs.

  • Estate Report: Ensure clients' estate plans and documents achieve their intended goals.
  • Asset Diagram: Visually show clients who receives what and how much in their estate plan.
  • Beneficiary Report: Ensure all transfer-on-death assets are correctly assigned to the intended recipients.
  • Customized, compliant deliverables aligned with your firm’s branding
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Estate Planning
Trusted by experts

Award-Winning Software

Since launching in July 2019, Holistiplan has added more than 30,000 users from across the country.
T3 Insider information survey 2024

T3/Inside Information Software Surveys

#1 Tax Planning Software in 2021, 2022, 2023, and 2024

Kitces Report Studies

#1 Tax Planning Software in 2021, 2022, and 2023

XYPN FinTech Competition

2019 Winner
Loved by advisors

Testimonials

Since launching in July 2019, Holistiplan has added more than 30,000 users from across the country.

Using Holistiplan 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.”  We are closing bigger clients and winning more than ever.  The software pays for itself several times over in so many ways.

Debra Taylor CPA/PFS™️, JD, CDFA®️
Founder, Wealth Advisor and Lead Tax Planner Taylor Financial Group

Holistiplan has allowed us to keep and maintain more clients than any other piece of technology that we use. The ROI has been incredible.

Bryan Haggard
Founder & CEO, RetireMitten Financial Planning

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.

Paul Staib
Principal, Staib Financial Planning

One of the best things about working with you and using your solution is that you take input and work toward implementing to provide a high-quality product. I couldn’t be happier with the work you are doing.

Stephen Hazel
Magnificent Life Financial Planning

The product continues to evolve and get easier to use. The needed updates are recognized and done quickly as taxes and policies change often. Great Job.

John Oliver
Founder, Agile Wealth Partners

This provides us unique insight to a client’s tax situation, without us having to be tax professionals and without providing any advice.

Karen Melo Ticas CFP®
Planning for Good

Makes tax projections super easy. A terrific added value for my clients.

Janice Cackowski, CFP®
Centry Financial Advisors

Holistiplan is a game changer. It keeps the process simple enough to allow advisors and otherwise non-tax practitioners to use it. Finally, the whole thing is dynamic! I can change one aspect in the projection and see the reports change throughout. The ability to SEE the effect of potential decisions based on simple inputs and changes is powerful! The Tax Report is powerful! Range Calc is powerful! The ability to toggle the delta column is powerful!

Michael Malmgren
Tax Strategy Manager, Mission Wealth

Holistiplan is a great “x-ray” of a person or couple’s tax return with both numeric and graphical display of the situation.  Also, everything is easy to use and it works like it is supposed to – a rarity in today’s world.  And, finally, the real icing on the cake is the outstanding support provided to users – very prompt and accurate responses by real people – another extreme rarity! Honest bottom line, Holistiplan is one of the best pieces of software I have ever had the pleasure of using.

Thomas Wood
Executive Director, Edelman Financial Engines

Resources

Offering the latest industry insights, Holistiplan news, and helpful videos.
  • Articles

Beyond the Office: Must-Have Software for Financial Planning Advisors Working Remotely

There are few things that bring more joy to a person’s profession than having freedom and flexibility to work when […]

Read More
  • Articles

Financial Planning Software for Independent Advisors: The 6 Big Questions to Find the Software Suited for You

As a solo advisor, you have different challenges than many of your colleagues. From managing every aspect of your practice […]

Read More
  • Articles

Working Smarter: The 5 Financial Planning Software Tools for a Better Work/Life Balance

For young certified financial planners who are just starting their careers, achieving a balance between professional success and personal well-being […]

Read More
View more resources

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Holistiplan is hard at work, and features are being added all the time. Sign up for updates on our latest features.

© Holistiplan. All Rights Reserved.