📅 Join us for a FREE webinar this Thursday, July 25, at 2 PM ET with P&C insurance expert Meaghan Dowd! 📈 Learn key strategies to support your pre-retiree clients' evolving needs and safeguard their financial security. 🔗 Register now: https://hubs.la/Q02HFjSJ0
Holistiplan
Financial Services
College Station, TX 3,440 followers
Financial planning just got faster. Helping financial planners be more comprehensive AND more efficient.
About us
Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An adviser uploads clients’ tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients.
- Website
-
http://www.holistiplan.com
External link for Holistiplan
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- College Station, TX
- Type
- Privately Held
- Founded
- 2019
Locations
-
Primary
Get directions
College Station, TX 77845, US
Employees at Holistiplan
-
Jeremy Dillworth
-
Scott Pittman
Chief Technology Officer at Holistiplan
-
Eric Plaster
Senior Django Engineer @ Holistiplan | AWS infrastructure, Django Rest Framework, backend services
-
Laura Beaulieu
VP Marketing @ Holistiplan | B2B SaaS Leader | Scaling Growth for Startups | Team Builder | Growth Mindset | Data Driven
Updates
-
Most long-time Holistifans know, though some new-comers may not, that quite a few members of the Holistiplan team are musical theatre enthusiasts. In fact, a number of us met while volunteering at The Theatre Company of Bryan/College Station. We wanted to take a second to brag on our CEO and Co-Founder, Roger Pine, and Support superstar Keri Kempf✨ who starred in a production of Sondheim's "A Little Night Music" earlier this month! Spectacular work, as always. Congratulations to you both! 💐
-
-
It's Workflows Week with Wealthbox! Tune in tomorrow, July 18th, at 2 PM ET to join us and our friends at Asset-Map as we explore how innovative workflows can enhance client onboarding, advice delivery, and tax planning processes. Register here! ➡️ https://hubs.la/Q02H0h4l0
-
-
We can't wait! Join us on Monday to get the inside scoop on Emily's tax planning workflows 📝 Register here: https://lnkd.in/gWB4-eyP
Investopedia Top 100 Advisor | Heart-Centered Financial Planning for High-Achieving Professionals | Work-Life Harmony Advocate | Wife | Mother of two
From 😳 too 🥰 Tax planning used to feel scary. Ever go cross eyed looking at a 109 page return? Now, it’s my favorite planning topic. Did I go become a CPA, EA, or work a season at a tax office? No. I found the right technology, checklists, and workflows to make tax planning repeatable, scalable, and fun! I’ll show you specifically how I leverage Wealthbox, RightCapital, and Holistiplan to provide tax planning for all. You’ll see how I talk about tax planning to prospective clients and how I quantify our value showing the future tax savings to our clients. If you can show a client how your plan will save them $213,000 in future taxes, how do you think they’ll feel about you, your value, and your services?! 🤯 Join me, on Monday when I show my end-to-end processes that will light your fire 🔥 #taxplanning #taxplanningforall
-
-
We can't wait to show you this brand new integration! Register now to see it in action: https://lnkd.in/gbY_ekES
We're excited to announce that we're hosting a webinar with Holistiplan to show off our newest integration! We'll be covering how to deliver a more unique and comprehensive tax planning experience for clients (and more). Sign up here 👇 https://bit.ly/3Rqy7Su
-
-
Look at that lineup 👀 Congratulations to all those nominated! What an honor to be a finalist in the Specialized Planning category. We're in great company!
Finalists of the 2024 Wealth Management Industry Awards 🏆 Over 1000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists? Click here to find out >> http://spr.ly/6041eFzjR #wealthies #wealthmanagementindustryawards #wealthmanagement
-
-
In case you missed it, we're heading to Nashville this fall! We're thrilled to partner with our friends at Nitrogen to bring you our first-ever in-person Tax Planning Summit 🤝 There are a limited number of spots available, so claim yours now! https://hubs.la/Q02Bnz5g0
-
-
"Effective tax management isn’t a once-a-year task confined to March and April—it’s a year-round commitment." So true! Thanks for the mention, PreciseFP IYKYK, tax planning is a year-round sport 🏆
In a recent survey, a staggering 92% of investors expressed their desire for tax planning advice from their advisors, yet only a mere 25% of these clients are receiving such crucial services. Learn how Holistiplan & PreciseFP can help! https://lnkd.in/g9wHu7Gv
-
Join us TODAY at 1 PM CT for a webinar with Seeds on communicating the quantifiable benefits of tax planning to your clients! Register here ➡️ https://hubs.la/Q02zy9kX0
-