About
Holistiplan is an award-winning financial planning software platform purpose-built for financial advisors and CPAs. It transforms dense, complex financial documents—tax returns, insurance policies, and estate documents—into clear, data-driven planning opportunities that advisors can act on immediately. The platform's flagship Tax Planning module automatically reads and interprets client tax documents to generate detailed reports and scenario analyses, projecting tax impacts and liabilities down to the dollar. Advisors can model strategies such as Roth conversions, tax-efficient withdrawals, and charitable giving with simple inputs, instantly visualizing the financial impact for clients. The Insurance Planning module scans home, auto, and umbrella policies to flag coverage gaps and surface actionable recommendations. Estate Planning capabilities are currently in development and will help clients minimize probate, estate taxes, inheritance taxes, and capital gains taxes. Holistiplan is designed to be accessible for advisors at any experience level—not just tax specialists—making advanced planning services achievable across an entire practice. The platform supports enterprise teams, solo RIAs, and academic programs, and integrates with popular financial planning tools. With a network of over 30,000 customers, Holistiplan helps advisors deepen client relationships, differentiate from competitors, increase wallet share, and win larger prospects through a more comprehensive planning experience.
Key Features
- Tax Reports & Scenario Analysis: Automatically interprets client tax returns to generate detailed tax reports and project tax liabilities and impacts down to the dollar, with support for Roth conversions, tax-efficient withdrawals, and charitable giving strategies.
- Insurance Policy Review: Rapidly scans home, auto, and umbrella insurance policies to identify coverage gaps and surface prioritized, actionable recommendations for clients.
- Estate Planning (Coming Soon): Upcoming module to help clients avoid probate and reduce estate, inheritance, and capital gains taxes with structured planning strategies.
- Document Synthesis & Automation: Parses and synthesizes complex financial documents automatically, eliminating manual data entry and dramatically reducing the time required for thorough client planning.
- Range Calc & Delta Toggling: Advanced scenario modeling tools let advisors visualize the effect of various planning decisions through interactive inputs, including range calculations and delta comparisons between scenarios.
Use Cases
- A financial advisor uploads a client's tax return and within minutes has a detailed tax report with projected liabilities and Roth conversion opportunities to present at the next client meeting.
- A CPA uses Holistiplan's scenario analysis to model multiple tax strategies side by side, helping a high-net-worth client choose the most tax-efficient withdrawal plan for retirement.
- An RIA firm uses the insurance planning module to review all client home and auto policies in bulk, proactively identifying coverage gaps and adding a new layer of value to their advisory service.
- A solo financial advisor leverages Holistiplan to differentiate their practice from competitors by offering comprehensive tax planning without hiring a dedicated tax specialist.
- An enterprise wealth management firm deploys Holistiplan across its advisor team to standardize and scale tax planning delivery, improving consistency and client outcomes firm-wide.
Pros
- Accessible to Non-Tax Specialists: Designed so that financial advisors without deep tax expertise can confidently deliver advanced tax planning services to clients.
- Significant Time Savings: Automates the analysis of complex financial documents, freeing advisors to focus on strategic advice and client relationships rather than manual data processing.
- Proven Client Retention & Growth: Customers report higher client satisfaction, stronger retention, deeper relationships, and success winning larger prospects due to the quality of planning delivered.
- All-in-One Planning Platform: Combines tax, insurance, and estate planning in a single platform, reducing the need for multiple disconnected tools.
Cons
- Estate Planning Not Yet Available: The estate planning module is listed as 'coming soon,' meaning the full platform suite is not yet complete.
- Pricing Not Publicly Disclosed: Pricing details are not listed on the website, requiring prospective customers to book a demo or contact sales to understand costs.
- Web-Only Platform: No mobile app or desktop application is mentioned, limiting access for advisors who need on-the-go planning tools.
Frequently Asked Questions
Who is Holistiplan designed for?
Holistiplan is built primarily for financial advisors and CPAs who want to deliver comprehensive tax, insurance, and estate planning services to their clients. It also supports enterprise firms, RIAs, and academic institutions.
What types of documents can Holistiplan analyze?
Holistiplan can analyze client tax returns to generate tax reports and scenario projections, as well as home, auto, and umbrella insurance policies for coverage gap analysis. Estate planning document support is in development.
Do I need to be a tax expert to use Holistiplan?
No. Holistiplan is specifically designed to make advanced tax planning accessible to financial advisors at any experience level, including those who are not tax specialists.
Is there a free trial available?
Yes, Holistiplan offers a free trial. You can start a free trial directly from their website or book a demo to see the platform in action before committing.
Does Holistiplan integrate with other financial planning software?
Yes, Holistiplan supports integrations with other tools in the financial advisor tech stack. Details on specific integrations are available on their Integrations page.
