Holistiplan

Holistiplan, now the #1 tax planning software for financial advisors, 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 machine learning, Holistiplan reads an entire personal tax return and creates a customized, white labeled tax report complete with relevant observations in as little as 60 seconds. The same time saving technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income breakpoints for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan makes tax planning accessible to every advisor so they can bring it to every client. The future of tax planning is here.