Holistiplan
- Free plan
- No
- Paid plans from
- $62.42/mo
- Runs on
- api, Web
Summary
Holistiplan provides tax, estate, and insurance planning tools in one platform for financial advisors and their clients. It scans detailed tax returns and creates reports with marginal tax brackets and state tax hints. Scenario Analysis models and visualizes possibilities for the next tax season, while Tax Explainer helps show how and why a client's taxes are calculated. Insurance tools assess home, auto, and umbrella coverage, identify gaps, and include a rebuilding cost estimator. Estate planning features include Estate Report, Asset Diagram, and Beneficiary Report tools. Holistiplan lists integrations including fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces. Its public API requires an interview and approval, uses OAuth 2.0 client credentials and API v2, and is limited to 1,000 requests per hour per production client. Basic Tax costs 749.00 USD per year and Premium Tax costs 1499.00 USD per year, both billed annually and starting at 30 households, with a stated maximum of 750 households. A 7-day trial is offered; there is no free plan. Uploaded documents must be PDFs under 50 MB.
Who it is for
Holistiplan suits financial advisors who need tax, insurance, and estate planning tools for clients. Its API may also fit teams prepared to complete the interview and approval process.
What is good
- Tax reports include marginal brackets and state tax hints.
- Scenario Analysis models next-season possibilities.
- Insurance tools identify coverage gaps.
- Estate tools include asset and beneficiary reports.
- A 7-day trial is available.
What to know first
- No free plan is offered.
- Basic Tax costs 749.00 USD per year.
- Premium Tax costs 1499.00 USD per year.
- The public API requires interview and approval.
Verdict
Holistiplan brings several planning areas together, including tax reporting, scenario analysis, insurance, and estate tools. Advisors should check plan pricing and API access conditions against their household count and integration needs.
Holistiplan plans and pricing
All plansCompared on tax planning software
- Free plan
- Noholistiplan.com
- Scenario modeling
- Yesholistiplan.com
- Multi-year projection
- Yesholistiplan.com
- Capital gains modeling
- Yesholistiplan.com
- Retirement income modeling
- Yesholistiplan.com
- Data import
- Yesholistiplan.com
- Client collaboration
- Yesholistiplan.com
Facts
- Purpose
- Holistiplan provides tax, estate, and insurance planning tools in a single platform for financial advisors and their clients.holistiplan.com · 30 Sept 2026
- Tax reports
- The platform scans detailed tax returns and produces tax reports showing marginal tax brackets and state tax hints.holistiplan.com · 30 Sept 2026
- Scenario analysis
- Scenario Analysis models and visualizes possibilities for the next tax season.holistiplan.com · 30 Sept 2026
- Tax explainer
- Tax Explainer is an interactive tool that details how and why a client's taxes are calculated.holistiplan.com · 30 Sept 2026
- Insurance planning
- Insurance tools evaluate home, auto, and umbrella coverage, identify gaps, and include a rebuilding cost estimator.holistiplan.com · 30 Sept 2026
- Estate planning
- Estate features include Estate Report, Asset Diagram, and Beneficiary Report tools.holistiplan.com · 30 Sept 2026
- Integrations
- Listed integrations include fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces.holistiplan.com · 30 Sept 2026
- Public API
- The public API is available subject to interview and approval from Holistiplan.holistiplan.com · 30 Sept 2026
- API limits
- The public API uses OAuth 2.0 client credentials, API v2, and is limited to 1,000 requests per hour per production client.help.holistiplan.com · 30 Sept 2026
- Security
- The pricing page lists multi-factor authentication security and SOC 2 Type II.holistiplan.com · 30 Sept 2026
- Data protection
- Pay stubs are encrypted in transit with TLS 1.2 or higher, encrypted at rest, protected by role-based access controls and MFA, and access is audit logged.help.holistiplan.com · 30 Sept 2026
- Support
- Users can contact support from within a page in Holistiplan or by emailing [email protected].help.holistiplan.com · 30 Sept 2026
- Upload limit
- Uploaded documents must be PDF files under 50 MB.help.holistiplan.com · 30 Sept 2026
- Company origin
- Holistiplan says its founders are CFP financial planners and that the founding idea began in 2019.holistiplan.com · 30 Sept 2026
Company
- Founded
- 2019holistiplan.com · 28 Sept 2026
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Sources
- holistiplan.com/platform/· checked 30 Sept 2026
- holistiplan.com/platform/integrations/· checked 30 Sept 2026
- help.holistiplan.com/getting-started-with-the-holistiplan-ap· checked 30 Sept 2026
- holistiplan.com/pricing/· checked 30 Sept 2026
- help.holistiplan.com/paystub-scanner-privacy-information· checked 30 Sept 2026
- help.holistiplan.com/how-to-contact-support· checked 30 Sept 2026
- help.holistiplan.com/why-is-my-upload-not-working· checked 30 Sept 2026
- holistiplan.com/about/· checked 30 Sept 2026
- holistiplan.com· checked 28 Sept 2026
- stratumtax.com/compare/stratum-vs-holistiplan· checked 30 Sept 2026