Board vs Holistiplan
BoardFinancial Planning and Analysis
CustomPublished price
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Board Financial Planning and Analysis The Enterprise Planning Platform with Agentic AI | 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 | Intelligent planning platform combining business intelligence, performance management, and analytics. | Tax planning software for financial advisors automating tax return analysis and client-ready reports. |
| Pricing | ||
| Published price | Custom Quote-based, use-case and named-user driven; the SaaS subscription bundles required infrastructure and users. Third-party sources indicate entry deals start around $10,000/year, b… | 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 | 1994 | 2019 |
| Team size | 1001-5000 employees | 11-50 employees |
| Headquarters | Lugano, Switzerland | St. Cloud, MN |