External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Tax planning software that reads client tax returns to surface planning opportunities for advisors.
Description
Holistiplan reads clients' tax returns using OCR to generate tax reports and identify planning opportunities, helping financial advisors scale tax, estate, and insurance planning across their client base.
Integrations
Holistiplan has 4 integrations in our directory
Search below to find what you're looking for
- fpPathfinder Level 3
- Redtail Level 4
- Wealthbox Level 4
- Wealthcare Level 1
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
