Holistiplan

Planning

ApprovedEditorial, unpaid

Holistiplan reads a client's tax return and generates tax, insurance and estate planning observations in minutes. Popular with RIAs and family offices.

Visit holistiplan.com ↗

Key features

Tax return scanning and analysis
Tax planning scenarios
Estate and insurance planning modules
Client-ready reports

Pricing

From $749/year (tiers listed on pricing page)

Pricing page ↗ · checked Oct 13, 2026

Who it's for

RetailFamily office

Use cases featuring Holistiplan

No sourced use cases yet. The daily scan will add them as they appear.

Videos

Holistiplan Quick Tour - UpdatedHolistiplan · From the company

Getting Started with Holistiplan - First Upload and ScanHolistiplan · From the company

Holistiplan + Zocks Webinar | Integration Overview, Demo and Use CasesZocks · Independent

Profile last checked Oct 14, 2026.

Editorial listing, free and unsponsored. Sponsored placements are always labeled.

On the map: The family office & wealth AI stack, in Planning, advice & peers.

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