Holistiplan breaks down barriers for financial professionals at any level with breakthrough tax planning services for clients. We synthesize your clients’ financial documents to map where and how their …

Meet the team with a holistic view of planning. Holistiplan was created and designed by two CFP® professionals. As firm owners, we were constantly looking for ways to efficiently and consistently …

Holistiplan is an award-winning financial planning tool specializing in tax and insurance risk management, soon expanding to estate planning. Its OCR technology scans tax returns to generate …

Pick the plan that best suits your needs. All of our subscription plans start with a free 7-day trial. Upgrade or cancel anytime. Need More Than 750 Households? Connect with our team to learn more …

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,...

With Holistiplan, detailed tax returns are digested in seconds, not hours, revealing personal recommendations and scenarios that help your clients reduce their lifetime tax burden and make …

1 day ago · Through this integration, Canopy Connect’s 250+ standardized policy fields enable Holistiplan to automatically surface coverage recommendations across home, auto, landlord and …

At Holistiplan, our mission is to democratize tax, insurance, and estate planning, making these essential services accessible to everyone—not just the privileged few. We believe a solid financial plan has …

Holistiplan brings smarter, faster, and more custom tax planning to every client.

With Holistiplan Estate you have a panoramic time-lapse view of your clients’ estates and the financial currents that await. Streamline your process, spot misalignments faster, and stay in sync with your …