HOLISTIPLAN
Holistiplan offers end to end tax planning tool for financial advisors.
HOLISTIPLAN
Industry:
Financial Services Information Technology Service Industry Software
Founded:
2019-01-01
Address:
College Station, Texas, United States
Country:
United States
Website Url:
http://www.holistiplan.com
Total Employee:
11+
Status:
Active
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Apple Mobile Web Clips Icon Google Tag Manager WordPress Facebook Pixel Facebook Custom Audiences Facebook Conversion Tracking Amazon S3
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Current Employees Featured
Founder
Official Site Inspections
http://www.holistiplan.com Semrush global rank: 1.22 M Semrush visits lastest month: 24.97 K
- Host name: ec2-18-206-51-41.compute-1.amazonaws.com
- IP address: 18.206.51.41
- Location: Ashburn United States
- Latitude: 39.0481
- Longitude: -77.4728
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20149
More informations about "Holistiplan"
Holistiplan - Crunchbase Company Profile & Funding
EIN Presswire — Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations News • Nov 12, 2024 …See details»
Holistiplan | Coining a new phase for financial planning.
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 …See details»
Holistiplan | Perfect Every Financial Plan
Holistiplan seamlessly integrates with leading financial planning, CRM, and strategic tools, ensuring your data flows effortlessly across platforms. Say goodbye to duplicate data entry and disconnected workflows, and hello to …See details»
Holistiplan 2025 Company Profile: Valuation, Funding …
Holistiplan General Information Description. Developer of tax planning software solutions intended to serve wealth advisors and individuals. The company's …See details»
Holistiplan - Products, Competitors, Financials, Employees ...
Holistiplan's software generates tax reports and projections for clients and integrates them with financial planning practices. It was founded in 2019 and is based in College Station, Texas. …See details»
Holistiplan - Contacts, Employees, Board Members, Advisors
Holistiplan offers end to end tax planning tool for financial advisors. New. Resources. Advanced Search. Start Free Trial ... Experience the new Crunchbase, powered by AI . Organization. …See details»
Holistiplan - Overview, News & Similar companies | ZoomInfo.com
Who is Holistiplan. Holistiplan is an award-winning tax planning software for advisors built to systematize and automate the process of reviewing a client's tax return to find potential …See details»
Holistifan Club – Holistiplan
Rep your favorite tax planning software & support a good cause! Shop now. Holistifan MerchSee details»
Holistiplan - seic.com
Holistiplan is a 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. …See details»
Holistiplan | Meet the Holistiplan Team
Meet the people behind the financial planning platform at Holistiplan. Join 6,000+ Advisors already registered for the Virtual Tax Summit | Earn 3 CFP® CE Credits Free! | 4/22 @ 11 AM ETSee details»
Tax Planning in Minutes. Literally. - Holistiplan
How Holistiplan Works: Upload client tax returns, sit back and get actionable planning points, and generated reports with the best Tax-Planning A.I. in the business. Holistiplan simplifies tax …See details»
Help Center
Holistiplan Academy All you need to know about using Holistiplan to your advantage!See details»
Holistiplan - Updates, News, Events, Signals & Triggers - Crunchbase
Holistiplan may be growing as it has partnered with Nitrogen to offer exclusive pricing, which suggests an expansion of its market reach and potentially increased revenue streams. …See details»
Holistiplan Basics - Help Center
Mastering the Tax Report: Advanced Insights and Analysis Advanced Planning with Scenario Analysis Roth Projection Tool Using the Tax ExplainerSee details»
Holistiplan | Expedited, eased financial planning for advisors and ...
Holistiplan was created by financial advisors, for financial advisors. Having been in your shoes, we’re here to help you make the most of the platform. Plus, our dedicated tax team keeps a …See details»
Holistiplan Trust Center
Holistiplan is an award-winning tax planning software for financial planners and investment advisors built to systematize and automate the process of reviewing a client’s tax return to find …See details»
Holistiplan - Alliance of Comprehensive Planners Main Site
About Holistiplan. Holistiplan, a tax planning software solution, helps financial planners be more comprehensive and more efficient. Created by two CFP® professionals, Holistiplan drastically …See details»
Getting Started at Holistiplan - 101 - Help Center
Mastering the Tax Report: Advanced Insights and Analysis Advanced Planning with Scenario Analysis Roth Projection Tool Using the Tax ExplainerSee details»
Holistiplan | Frequently Asked Questions
That could be problematic if there were to be some sort of security breach internal to your organization. ... but feel free to email us at [email protected] with a link to the page you …See details»
Holistiplan | Academics & Scholarships
Holistiplan Student Edition is a free version of our software designed for CFPⓇ students and their professors to collaborate on real-world financial scenarios. Comprehensive Software Full …See details»