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AdvancedMD vs Holistiplan

AdvancedMD logo
AdvancedMDMedical Practice Management
Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
AdvancedMD logo
AdvancedMD
Medical Practice Management

Cloud practice management suite.

Holistiplan logo
Holistiplan
Financial Advisory Practice

Tax planning software for financial advisors automating tax return analysis and client-ready reports.

Overview
CategoryMedical Practice ManagementFinancial Advisory Practice
What it isAdvancedMD provides cloud-based practice management, EHR, medical billing, and patient experience tools for medical practices.Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Pricing
Published pricePM Only: $429/provider/month EHR + PM: $729/provider/month Full Suite: Custom pricingFrom $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 modelCustom quoteTiered plans
Free optionsFree trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20012019
Team size501-1000 employees11-50 employees
HeadquartersLehi, UtahSt. Cloud, MN
Featured clientsSpecialty practices, Small group practices, Mental health practicesNot available

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