Holistiplan
IT Services and IT ConsultingView the employees at
Holistiplan-
Matthew Buser Enterprise Relationships at Holistiplan
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Rising Star
Abigail Derryberry Data Analyst at Holistiplan-
College Station, Texas, United States
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Rising Star
Neil Larson Sr Front End Engineer at Holistiplan-
Colorado Springs, Colorado, United States
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Top 10%
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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