Holistiplan
IT Services and IT ConsultingView the employees at
Holistiplan-
George Joubran Biology Major at Texas A&M University
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Houston, Texas, United States
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Rising Star
Dana S. Product Manager-
Cottage Grove
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Rising Star
Dana S. Product Manager-
Cottage Grove, Minnesota, United States
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Rising Star
Overview
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.
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