Holistiplan is a planning platform that helps financial professionals analyze client documents and deliver tax, estate, and insurance advice at scale.
– Tax-return upload and data extraction generate client summaries, observations, and planning-ready reports
– Scenario analysis models strategies such as Roth conversions, tax-efficient withdrawals, charitable giving, and income changes
– Client-facing deliverables, projections, range calculations, and planning workflows support repeatable advisory conversations
– Fits financial advisors and tax professionals seeking faster document analysis and scalable, proactive planning services.
