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AdvisoryCloud Pro vs Holistiplan

AdvisoryCloud Pro logo
AdvisoryCloud ProBoard Management
From $195 / moPublished price
Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
AdvisoryCloud Pro logo
AdvisoryCloud Pro
Board Management

The #1 Platform for Advisory Boards

Holistiplan logo
Holistiplan
Financial Advisory Practice

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

Overview
CategoryBoard ManagementFinancial Advisory Practice
What it isAdvisor matching platform for fractional CFO services.Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Pricing
Published priceFrom $195 / mo
AdvisoryCloud Pro publishes pricing from $195 / mo on its current pricing page. Higher tiers, usage, add-ons, or enterprise terms may cost more.
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 modelTiered plansTiered plans
Free optionsFree plan · Free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20122019
Team size51-20011-50 employees
HeadquartersLas Vegas, United StatesSt. Cloud, MN

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