Holistiplan built Compare All Brackets to model every bracket side by side and spot the winning strategy for a client's plan.
Published
Signal category
Products & Services
Quote
“We built Compare All Brackets to model every bracket side by side, so you can easily spot the winning strategy”
— Holistiplan team
Company
Holistiplan
Financial planning just got faster. Helping financial planners be more comprehensive AND more efficient.
- Industry
- Financial Services
- Location
- College Station, US
- Company size
- 106 employees
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.
Founded 2019