Holistiplan is a revolutionary brand that simplifies tax planning for financial advisors. With over 22,000 advisors already utilizing their services, Holistiplan offers a range of products and features designed to enhance efficiency and comprehensiveness. Using advanced OCR technology, Holistiplan can analyze tax returns and generate customized, white-labeled tax reports within seconds.

These reports include relevant observations and can be saved as PDFs, allowing advisors to easily review and discuss them with their clients. This turnkey solution provides a positive touchpoint and sets advisors apart from the competition. In addition, Holistiplan's OCR technology pre-fills a scenario analysis screen, providing immediate insights into tax planning opportunities such as ROTH conversions, tax-efficient withdrawals, and charitable giving.

This enables advisors to offer comprehensive tax planning to every client. Holistiplan has received accolades for its innovative approach, including winning the 2019 XYPN FinTech Competition. Their subscription packages cater to solo advisors as well as large enterprises, ensuring there is a solution for every firm.

Experience the future of tax planning with Holistiplan and sign up for a free 7-day trial today. Stay updated on their latest features and offerings by subscribing to their updates