Holistiplan vs Panoramix
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
PanoramixInvestment Portfolio Management
From $5,000 / yrPublished price
Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Panoramix Investment Portfolio Management The premium digital identity | |
|---|---|---|
| Overview | ||
| Category | Financial Advisory Practice | Investment Portfolio Management |
| What it is | Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Advisor portfolio management and reporting platform. |
| 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. | From $5,000 / yr Published firm-license tiers by assets on platform (AOP): under $25M = $5,000/yr; $25-100M = $6,000/yr; $100-200M = $7,000/yr; $200M-$2B = $7,000 + 0.004% of AOP over $200M; over… |
| Pricing model | Tiered plans | Custom quote |
| 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 | 2009 |
| Team size | 11-50 employees | 11-50 employees |
| Headquarters | St. Cloud, MN | New York, NY |