Holistiplan

Holistiplan is a financial planning software company that uses advanced OCR technology to read tax returns and create customized, white labeled tax reports complete with relevant observations in just seconds. Holistiplan was created and designed by two CFP® professionals. As firm owners, we were constantly looking for ways to efficiently and consistently provide our financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), we heard similar concerns from other firm owners. Drawing from those experiences, we designed this software to accomplish what has historically been two competing goals in our profession: Make the financial planning process faster for us, while creating more value for every client.