Holistiplan provides tax planning software to wealth advisors. Advisors upload client tax documents to generate financial planning opportunities, such as Roth IRA conversions and charitable giving. Their solution is used by more than 20,000 financial planners.
Holistiplan provides tax planning software to wealth advisors. Advisors upload client tax documents to generate financial planning opportunities, such as Roth IRA conversions and charitable giving. Their solution is used by more than 20,000 financial planners.
Holistiplan provides tax planning software to wealth advisors. Advisors upload client tax documents to generate financial planning opportunities, such as Roth IRA conversions and charitable giving. Their solution is used by more than 20,000 financial planners.
Location: United States, Texas, College Station
Investors 1
| Date | Name | Website |
| - | Lead Edge ... | leadedge.c... |
Mentions in press and media 3
| Date | Title | Description |
| 19.07.2024 | Business | Pay off debt or save? Expert tips to help you choose | Debt with a very low interest rate: Nearly half (44%) of American credit cardholders carry debt from month to month, according to Bankrate’s Chasing Rewards in Debt Survey. If you carry a balance that happens to be at a very low interest ra... |
| 21.02.2023 | Holistiplan Partners with University CFPⓇ Programs to Provide Technology to Financial Planning Students | Award-winning software part of offerings for capstone and tax courses TEXAS, UNITED STATES, February 21, 2023 /EINPresswire.com/ -- Holistiplan, the industry-leading tax planning software for financial advisors, today announced a partnershi... |
| 04.11.2022 | Holistiplan Partners with Seeds Investor to Help Advisors Deliver Purposeful and Personalized Planning | Partnership will afford financial professionals easy access to Holistiplan’s award-winning software, helping individuals and families optimize their financial and tax situations Holistiplan, the #1 tax planning software for financial adviso... |