Trusted by over 7,000 firms
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Since launching in July 2019, Holistiplan has added more than 30,000 users from across the country.
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#1 Tax Planning Software in 2021, 2022, 2023, and 2024
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#1 Tax Planning Software in 2021, 2022, and 2023
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Resources
Offering the latest industry insights, Holistiplan news, and helpful videos.
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 […]
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As a solo advisor, you have different challenges than many of your colleagues. From managing every aspect of your practice […]
Read MoreWorking 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 […]
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