Company profile
Holistiplan
Financial planning just got faster. Helping financial planners be more comprehensive AND more efficient.
- Industry
- Financial Services
- Employees
- 102
- Headquarters
- College Station, TX
- Founded
- 2019
- LinkedIn followers
- 7,115
- Office locations
- 1
Holistiplan company summary
Holistiplan is a company in the Financial Services industry, headquartered in College Station, TX, founded in 2019. On LinkedIn the company has around 102 employees and 7,115 followers.
What technology does Holistiplan use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Holistiplan
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.
Where is Holistiplan located?
Holistiplan lists 1 location.
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Frequently asked questions about Holistiplan
What does Holistiplan do?
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.
How many employees does Holistiplan have?
Holistiplan has around 102 employees on LinkedIn.
Where is Holistiplan headquartered?
Holistiplan is headquartered in College Station, TX.
When was Holistiplan founded?
Holistiplan was founded in 2019.
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