Holistiplan vs Prophet
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
ProphetFinancial Planning and Analysis
CustomPublished price
Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Prophet Financial Planning and Analysis I.T. as it should be | |
|---|---|---|
| Overview | ||
| Category | Financial Advisory Practice | Financial Planning and Analysis |
| What it is | Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Prophet planning and forecasting platform for FP&A teams with Excel-based modeling and database-backed consolidation. |
| 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. | Custom No public pricing found. Note: solutionsatwork.com presents as Solutions@Work, Inc., a custom software/IT-services firm, and no distinct productized 'Prophet' page or rate card wa… |
| 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 | 1996 |
| Team size | 11-50 employees | 11-50 employees |
| Headquarters | St. Cloud, MN | Wayne, PA |