Holistiplan

Name: Holistiplan
Brand: Holistiplan
Availability: InStock
Rating: 5 (1 reviews)

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Holistiplan is an award-winning tax planning software solution for advisors, built to systematize and automate the process of reviewing a client's tax return to uncover potential planning opportunities. Holistiplan’s software was created and designed by co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP® to accomplish what have been historically two competing goals in the financial services profession: to streamline the financial planning process for advisors while improving it for every client. Learn more at holistiplan.com.

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Holistiplan Introduction

What is Holistiplan?

Holistiplan is an award-winning tax planning software that transforms how financial advisors analyze and plan taxes for their clients. With advanced OCR technology, Holistiplan rapidly reads and processes tax returns, creating customized, white-labeled reports that uncover key tax planning opportunities. This efficient approach enables advisors to provide comprehensive tax strategies with greater accuracy and ease. In addition to tax planning, Holistiplan features an innovative Insurance Risk Management Tool designed to help advisors evaluate clients' home, auto, and umbrella insurance coverage. This tool includes capabilities like an instant home rebuilding cost estimator and identifies potential coverage gaps, supporting advisors in delivering well-rounded financial advice that extends beyond taxes. Holistiplan automates the tax review process, freeing up advisors to focus on building stronger client relationships and developing strategic plans. By turning complex financial data into clear, actionable insights, Holistiplan enhances client engagement and empowers clients to make informed decisions. With a wide array of features that uncover hidden opportunities and support holistic financial planning, Holistiplan enables advisors to deliver exceptional value and differentiate themselves in a competitive market.

How to use Holistiplan?

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Why Choose Holistiplan?

Choosing this means you get a tax planning tool that really gets advisors. It speeds up tax return reviews with smart tech and helps spot planning chances you might miss. Plus, it’s got cool extras like insurance risk checks, making it a one-stop for smarter financial advice.