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Holistiplan vs Nitro Wealth

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Nitro Wealth logo
Nitro WealthFinancial Planning and Analysis
From $99 / moPublished price
Holistiplan logo
Holistiplan
Financial Advisory Practice

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

Nitro Wealth logo
Nitro Wealth
Financial Planning and Analysis

Measure risk tolerance, create personalized proposals, and confidently guide clients to retirement readiness

Overview
CategoryFinancial Advisory PracticeFinancial Planning and Analysis
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.
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 $99 / mo
Per-Center pricing (annual term, monthly-normalized): Income Center, Tax Center, and Legacy Center at $99/mo each (Legacy discounted to $79); Research Center $149/mo; Risk Center…
Pricing modelTiered plansTiered plans
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20192011
Team size11-50 employees201-500 employees
HeadquartersSt. Cloud, MNAuburn, CA

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