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Holistiplan vs Solver BI360

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Solver BI360 logo
Solver BI360Financial Planning and Analysis
From $195 / moPublished price
Holistiplan logo
Holistiplan
Financial Advisory Practice

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

Solver BI360 logo
Solver BI360
Financial Planning and Analysis

All Your Data. One Platform. Zero Silos.

Overview
CategoryFinancial Advisory PracticeFinancial Planning and Analysis
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.Cloud financial reporting and budgeting platform for mid-market companies using Microsoft Dynamics and other ERPs.
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.
From $195 / mo
Rebranded from BI360 to Solver. BI360 Cloud Starter is offered at $195/mo (annual) including Report Designer, Cloud Portal, 6 users, data warehouse, one ERP integration, and a Sol…
Pricing modelTiered plansCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20191996
Team size11-50 employees51-200 employees
HeadquartersSt. Cloud, MNStamford, CT

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