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Holistiplan

Financial Services

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
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Frequently Asked Questions About Holistiplan

What does Holistiplan do?+

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

What is Holistiplan's industry? +

Holistiplan operates in the Financial services industry.

What is Holistiplan's revenue? +

Holistiplan's revenue is 11m - 100m

What is Holistiplan's company size? +

Holistiplan has 51 - 200 employees.

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