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.
View Top Employees from HolistiplanWebsite | http://www.holistiplan.com |
Employees | 42 (35 on RocketReach) |
Founded | 2019 |
Technologies |
JavaScript,
HTML,
PHP
+24 more
(view full list)
|
Industry | Financial Services, Software Development & Design, Software |
SIC | SIC Code 73 Companies, SIC Code 737 Companies |
NAICS | NAICS Code 51 Companies, NAICS Code 518 Companies |
Looking for a particular Holistiplan employee's phone or email?
Roger Pine is the Co-Founder of Holistiplan.
35 people are employed at Holistiplan.
Holistiplan is based in College Station, Texas.
The NAICS codes for Holistiplan are [51, 518].
The SIC codes for Holistiplan are [73, 737].