michael.pendergrass
Acronym
Holistiplan
Product ID
Holistiplan
Description

Holistiplan simplifies and scales tax planning to save time, deliver more value, and win clients faster.

Images
Details

Software that lets advisors provide tax planning to all clients.

Features

Holistiplan simplifies and scales tax planning, helping advisors save time, deliver more value, and win clients faster with smart automation and powerful planning tools.

Key Features:

  • OCR/ Tax Report: Generate client reports in seconds
  • Scenario Analysis: Model multiple strategies in minutes
  • Roth Projection Tool: Visualize tax impact of Roth conversions
Vendors
Holistiplan
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Financial Planning
Ad Hoc Tags
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DoubleClick Tags
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