- Service Name
Holistiplan
- Industry
Financial Services, Software, Tax Planning, Estate Planning
- Main Value Proposition
Holistiplan helps financial advisors deliver richer financial planning experiences by simplifying complex tax planning processes and providing actionable insights.
- Description
Holistiplan is an award-winning software designed to simplify and scale the financial planning process for taxes, insurance, and estates. It provides financial advisors with tools to enhance their service offerings and improve client relationships.
- Key Features
Tax Reports & Scenario Analysis; Insurance Planning for Home, Auto, and Umbrella; Optical Character Recognition (OCR) for quick data processing; Comprehensive planning tools in a single platform
- Use Cases
Holistiplan is most valuable for financial advisors looking to streamline their tax planning processes, improve client engagement, and provide comprehensive financial planning services.
- Competitive advantages
Fast and efficient tax planning through advanced OCR technology; Comprehensive suite of planning tools that integrates various financial aspects; Strong support from a team of experienced CFP® professionals
- Strengths
Holistiplan's main strengths include its user-friendly interface, the ability to quickly analyze complex financial documents, and its focus on enhancing client relationships through effective planning.
- Positioning
Holistiplan positions itself as the leading tax planning software for financial professionals, emphasizing efficiency and comprehensive service delivery.
- Audience
The primary target users are financial advisors and CPAs who seek to enhance their service offerings and improve client satisfaction.
- CTA
Start a Free Trial
- Tags
Tax Planning
Financial Advisors
Insurance Planning
Estate Planning
- Tagline
Award-Winning Software for Estate Planning
- Tone of Voice
Professional, supportive, innovative
- Differentiation
Holistiplan uniquely combines tax, insurance, and estate planning into a single platform, making it easier for financial advisors to manage their clients' financial needs efficiently.
- Brand Positioning
Holistiplan identifies itself as an innovative and supportive partner for financial advisors, committed to enhancing their capabilities and client relationships.
- Founded
2019-01-01
- Founders
Kevin Lozer
Roger Pine