at Financial Technnology Year
Please contact them if you have any questions.
Holistiplan
from Holistiplan
AI-powered tax return analysis that automatically reads uploaded tax returns, identifies planning opportunities, and generates client-ready tax planning reports. Includes customizable tax projections and scenario modeling.
Category:
Tax Planning Software
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.
Holistiplan
Category:
Estate Planning Tools
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
Holistiplan
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
Holistiplan
Publicly available data, summarised using AI.
If you are the vendor, claim your page