Tagged holistiplan

Press Release

Unlocking Estate Planning for the Mass Affluent: Holistiplan’s Groundbreaking 2025 Launch

 Launching in 2025, Holistiplan’s new Estate Module is set to redefine how advisors deliver estate planning services, making estate planning more accessible to the mass affluent market. Read More
Holistiplan, the Market Leader in Tax Planning Software, Unveils Tax Report 2.0 With Next-Level Visualizations and Enhanced Insights
Press Release

Holistiplan, the Market Leader in Tax Planning Software, Unveils Tax Report 2.0 With Next-Level Visualizations and Enhanced Insights

 Holistiplan’s beloved Tax Report just got even better. Tax Report 2.0, powered by award-winning technology, introduces enhanced visuals and charts that simplify tax planning and provide clearer insights. This upgrade enables advisors and clients to plan taxes more effectively. Read More
Press Release

Holistiplan Establishes First Endowed Scholarship for Texas A&M Financial Planning Program by a Technology Partner

 Breaking Barriers in Financial Advising: Holistiplan's Commitment to Diversity and Education for the Next Generation of Financial Advisors Read More
Holistiplan's Award-Winning Tax-Planning Software Chosen by Buckingham Strategic Wealth for Advisors Nationwide
Press Release

Holistiplan's Award-Winning Tax-Planning Software Chosen by Buckingham Strategic Wealth for Advisors Nationwide

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Jeffrey Levine Joins Holistiplan
Press Release

Jeffrey Levine Joins Holistiplan

 Financial Industry Guru Will Serve as Resident Tax Expert Read More
Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns
Press Release

Holistiplan Partners With Redtail Technology to Streamline the Process of Analyzing Tax Returns

 Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information Read More
Holistiplan's Innovative Tax-Planning Software is Latest Value-Add to Carson's Tech Stack
Press Release

Holistiplan's Innovative Tax-Planning Software is Latest Value-Add to Carson's Tech Stack

 Firm established by Barron's Top Advisor Ron Carson has rolled out Holistiplan for strategic tax planning Read More
Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities
Press Release

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

 Award-winning software created by financial planners provides comprehensive tax planning tool, announces new "Solve for Max" feature Read More