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FP Alpha vs Holistiplan
Price
Published entry price$83.33+per month
Published entry price$133.25+per month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Focus
Financial Planning & Analysis
Financial Advisory Practice
Product
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Headquarters
New York, New York
St. Cloud, Minnesota
Company size
51-200 employees
11-50 employees
Plan
Published entry price
Published entry price
Published rate
$83.33+ / month
$133.25+ / month
Billable seats
Flat rate
Flat rate
Source updated
Oct 29, 2026
Oct 29, 2026
Capabilities
Plan capabilities
Integrations
Buyer fit
Best for
Company size
Security and switching
Security reviews
Security and migration
Case studies and sources
Case studies
Customer evidence
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Plan limits, integrations, security reviews and case studies for every product you compare.
Financial Planning & Analysis
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