Vendor
Holistiplan
Holistiplan simplifies and scales tax planning to save time, deliver more value, and win clients faster. It offers breakthrough tax planning services for financial professionals, helping them synthesize financial documents to optimize tax strategies.
Sector footprint
One company, every side of the market
WealthThis site
Holistiplan
Holistiplan simplifies and scales tax planning to save time, deliver more value, and win clients faster. It offers breakthrough tax planning services for financial professionals, helping them synthesize financial documents to optimize tax strategies.
Capability matrix
| Capability | Holistiplan |
|---|---|
| Estate Planning | ● |
| Tax Planning | ● |
Parent organization
Holistiplan
Founded
2019
Scale
1 sector presence