Holistiplan

What is Holistiplan?

Holistiplan is tax planning software for financial advisors and tax professionals. It turns clients' financial documents into projections of tax impacts and liabilities and covers topics such as Roth conversions, tax-efficient withdrawals and charitable giving. The company says it was launched by two CFP professionals and serves over 30,000 customers.

Key capabilities of Holistiplan

• Tax return OCR: Reads tax documents in about 45 seconds, per the vendor.
• Tax reports and scenarios: Projects tax impact and compares planning scenarios.
• Planning observations: Surfaces opportunities such as Roth conversions.
• Insurance planning: Reviews home, auto and umbrella policies for gaps.
• Estate planning: Listed by the vendor as coming soon.

How Holistiplan works

An advisor uploads a client's tax return and Holistiplan reads it with OCR. The software then produces a tax report with observations and lets the advisor model scenarios. Insurance planning does a similar review of policy documents.

Who uses Holistiplan?

Financial advisors at any level and tax professionals, including CPAs.

Holistiplan pricing

Holistiplan does not show prices on its main page and links to a pricing page. It offers a seven-day free trial and a demo.

Holistiplan alternatives

Vise is an AI platform for advisors that automates portfolio management. Wealth.com focuses on estate planning documents and visualization for advisors. Personetics delivers personalized insights and engagement to banks' customers rather than advisor tax planning.