at Financial Technnology Year
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Holistiplan
Holistiplan is tax and estate planning software for financial advisors. It utilizes advanced OCR technology to analyze tax returns, enabling efficient, accurate, and scalable financial planning for clients.
Contact Holistiplan
Email: hello@holistiplan.com
Phone: 1-800-273-6164
Web: https://www.holistiplan.com/
Products or services
AI-powered tax return analysis that automatically reads uploaded tax returns, identifies planning op... more...