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.

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.

Breaking Barriers in Financial Advising: Holistiplan's Commitment to Diversity and Education for the Next Generation of Financial Advisors

Financial Industry Guru Will Serve as Resident Tax Expert

Financial advisors can now prove value to clients by seamlessly incorporating automatically-generated tax planning information

Firm established by Barron's Top Advisor Ron Carson has rolled out Holistiplan for strategic tax planning

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