The future of tax planning is here
HOLISTIPLAN was created by two CFP® Professionals to answer a single pressing question: is it possible to radically scale the process of tax planning so advisors can become both more comprehensive and more efficient?
The answer to that question is “yes.” Using advanced OCR technology, Holistiplan reads an entire tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds. Yes, seconds.
The same OCR technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan brings tax planning to every advisor so they can bring it to every client. The future of tax planning is here.
- Winner of XYPN FinTech Competition in September 2019
- More than 1,500 subscribing firms in first 15 months
- Subscription packages to fit solo advisors up to large enterprises
- Featured in Yahoo Finance, The Street, Financial Advisor Magazine, and more
“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.”
“Your software has quickly become indispensable to my practice!”