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Holistiplan vs Income Laboratory
People
HolistiplanFinancial Advisory Practice
Income LaboratoryFinancial Planning & AnalysisAdd a product here
Price
Published entry price
$133.25+per month
Financial Advisory Practice
Annual estimate10 people, entry price
$1,599+
Flat rate
Offer
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Financial Advisory Practice
Overview
Focus
Financial Advisory Practice
Financial Planning & Analysis
Product
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Retirement income planning platform for advisors modeling distribution strategies and tax efficiency.
Headquarters
St. Cloud, Minnesota
San Diego, California
Company size
11-50 employees
2-10 employees
Founded
2019
2017
Pricing details
Plan
Published entry price
Published rate
$133.25+ / month
Billable seats
Flat rate
Free options
Free trial
Free trial
Pricing source
Source updated
Oct 29, 2026
Nov 2, 2026