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Holistiplan vs Salestrekker

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Salestrekker logo
SalestrekkerMortgage Software
Holistiplan logo
Holistiplan
Financial Advisory Practice

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

Salestrekker logo
Salestrekker
Mortgage Software

Let your CRM do the work

Overview
CategoryFinancial Advisory PracticeMortgage Software
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.CRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.
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.
Not published
Pricing modelTiered plansNot available
Free optionsNo free plan · Free trialNot available
Deal on CubbieNone right nowNone right now
Company
Founded20192015
Team size11-50 employees11-50 employees
HeadquartersSt. Cloud, MNSydney, Australia

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