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FP Transitions vs Holistiplan

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FP TransitionsOther
Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
FP Transitions logo
FP Transitions
Other

Specialized Consulting for Wealth Managers

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Holistiplan
Financial Advisory Practice

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

Overview
CategoryOtherFinancial Advisory Practice
What it isSuccession planning and M&A platform for financial advisorsTax planning software for financial advisors automating tax return analysis and client-ready reports.
Pricing
Published priceNot publishedFrom $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 modelNot availableTiered plans
Free optionsNot availableNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded19992019
Team size51-200 employees11-50 employees
HeadquartersLake Oswego, ORSt. Cloud, MN

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