Holistiplan vs Junxure
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
JunxureFaculty Management Software
Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Junxure Faculty Management Software Your firm, supercharged | |
|---|---|---|
| Overview | ||
| Category | Financial Advisory Practice | Faculty Management Software |
| What it is | Tax planning software for financial advisors automating tax return analysis and client-ready reports. | CRM and practice management platform by AssetMark for financial advisors with workflow and document management. |
| Pricing | ||
| Published price | 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. | No current public numeric pricing was found for Junxure. The offering is sold through direct sales or a tailored commercial agreement, so the listing remains Custom until a citabl… |
| Pricing model | Tiered plans | Per seat |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2019 | 1997 |
| Team size | 11-50 employees | 51-200 employees |
| Headquarters | St. Cloud, MN | Raleigh, NC |