Reviewed by the Softwares.com Editorial Team · Last updated June 2026 · How we rate
Key facts
- Vendor
- Holistiplan
- Pricing
- Subscription — From $499/yr
- Free tier
- Free trial (7 days)
- Platforms
- Web
- Best for
- Advisors, Planners
- Editor rating
- 4.8 / 5
- Founded
- 2019
- Headquarters
- Charlotte, NC, USA
What is Holistiplan?
Holistiplan is a wealth management tool from Holistiplan. Holistiplan reads tax returns and generates tax-planning reports and scenarios for advisors.
Holistiplan uses subscription pricing with a 7-day free trial. From $499/yr.
It's best suited to advisors, planners and runs on Web.
Standout strengths include automated tax-return reading, time-saving, client-ready reports. Worth weighing: niche use case.
Holistiplan pricing
Pros
- Automated tax-return reading
- Time-saving
- Client-ready reports
Cons
- Niche use case
Holistiplan vs alternatives
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Frequently asked questions
What is Holistiplan?
Holistiplan reads tax returns and generates tax-planning reports and scenarios for advisors.
How much does Holistiplan cost?
Holistiplan is subscription-priced. Paid plans start at $499/yr.
Does Holistiplan have a free trial?
Yes — Holistiplan offers a 7-day free trial.
What platforms does Holistiplan support?
Holistiplan is available on Web.