Abacum vs Holistiplan
AbacumFinancial Planning and Analysis
CustomPublished price
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Abacum Financial Planning and Analysis | Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | |
|---|---|---|
| Overview | ||
| Category | Financial Planning and Analysis | Financial Advisory Practice |
| What it is | Not available | Tax planning software for financial advisors automating tax return analysis and client-ready reports. |
| Pricing | ||
| Published price | Custom No public pricing. Mid-market FP&A platform with three plans; cost depends on entities, users and modules, quoted by sales. Positioned for $50M-$1B revenue companies, below enterp… | From $1,599 / yr Holistiplan lists Basic Tax at $1,599 annually and Premium Tax at $1,999 annually. Plans include a 7-day trial and scale by household count. |
| Pricing model | Custom quote | Tiered plans |
| Free options | No free plan · No free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2020 | 2019 |
| Team size | 51-200 employees | 11-50 employees |
| Headquarters | New York, NY | St. Cloud, MN |