Holistiplan

From hours of number crunching to analyzing complex tax returns in seconds. Turn client data into insights, like marginal tax brackets and capital gains, to reveal hidden tax savings opportunities.

Most advisors overlook insurance until clients ask. Stand out by making coverage reviews a proactive part of year-end planning and ongoing client service.

At Holistiplan, we are constantly upgrading our Tax Planning software, so advisors can offer more value to their clients. See how our new Tax Report 2.0 simplifies tax planning with next-level visuals and charts.

Holistiplan creates client-ready tax plans in seconds, so you focus on strategy.

Beat the tax bracket tedium. In under one minute, tweak future numbers to generate projections of potential dividends, deductions, and capital gains for your clients—using strategies like Backdoor Roths and Donor Advised Funds.

Clients often don’t notice insurance gaps until a claim happens. Use a structured year-end review to surface risks early and prevent avoidable surprises.