Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An adviser uploads clients’ tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients.
Holistiplan was founded in early 2019 and quickly put its name on the advisor Fintech map by winning the XYPN FinTech Competition in September 2019. Holistiplan grew from there and continues to innovate beyond automating tax return reviews. Holistiplan intends to be the de facto choice for advisors' tax planning software, then will focus on other key areas of financial planning like insurance and estate planning.