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.
Company Details
- Employees
- 77
- Founded
- 2019
- Address
- College Station, Tx 77845, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.holistiplan.com
- Keywords
- College Station.
- HQ
- College Station, TX
Holistiplan Questions
Holistiplan's website is http://www.holistiplan.com
Holistiplan's LinkedIn profile is https://www.linkedin.com/company/holistiplan
Holistiplan has
77 employees.
View email and phone details for 77
employees at Holistiplan.
Holistiplan's industry is
Financial Services
Holistiplan's top competitors are
Income Lab,
Wealthbox,
Asset-Map,
Fp Alpha,
Rightcapital,
Vanilla,
Taxstatus,
Altruist,
Emoney Advisor,
Wealth.com.
Holistiplan's categories are Financial Services
Holistiplan's founding year is 2019
