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Holistiplan vs SMArtX Advisory

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Holistiplan logo
Holistiplan
Financial Advisory Practice

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

SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Overview
CategoryFinancial Advisory PracticeFinancial Advisory Practice
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.Managed accounts platform for RIAs.
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.
Custom
SMArtX charges bundled platform, model, and advisor fees typically ranging 0.05%-2.00% per annum on assets (not a flat SaaS price). Its slimmed-down SMArtY platform is offered fre…
Pricing modelTiered plansCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20192014
Team size11-50 employees51-200 employees
HeadquartersSt. Cloud, MNJupiter, FL

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