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Holistiplan vs Snappy Kraken

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Snappy Kraken logo
Snappy KrakenOther
Holistiplan logo
Holistiplan
Financial Advisory Practice

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

Snappy Kraken logo
Snappy Kraken
Other

Automate Your Marketing, Maximize Your Growth

Overview
CategoryFinancial Advisory PracticeOther
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.Marketing automation 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.
Not published
Pricing modelTiered plansTiered plans
Free optionsNo free plan · Free trialNot available
Deal on CubbieNone right nowNone right now
Company
Founded20192013
Team size11-50 employees51-200 employees
HeadquartersSt. Cloud, MNOrmond Beach, FL

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