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Holistiplan vs Limelight Software

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Limelight Software logo
Limelight SoftwareFinancial Planning and Analysis
From $1,400 / moPublished price
Holistiplan logo
Holistiplan
Financial Advisory Practice

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

Limelight Software logo
Limelight Software
Financial Planning and Analysis

Budget 3x Faster. Finally Leave Excel Behind.

Overview
CategoryFinancial Advisory PracticeFinancial Planning and Analysis
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.FP&A and budgeting built for Oracle ERP users.
Pricing
Published priceFrom $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.
From $1,400 / mo
Starts at $1,400/month (per Limelight's own pricing guide). Starter plan includes 5 users; an Unlimited plan offers unlimited users with no seat-based pricing and no limits on bud…
Pricing modelTiered plansTiered plans
Free optionsNo free plan · Free trialNo free plan · Free trial
Deal on CubbieNone right nowNone right now
Company
Founded20192011
Team size11-50 employees51-200 employees
HeadquartersSt. Cloud, MNToronto, ON

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