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Holistiplan vs Strata Decision Technology

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Strata Decision Technology logo
Strata Decision TechnologyFinancial Planning and Analysis
CustomPublished price
Holistiplan logo
Holistiplan
Financial Advisory Practice

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

Strata Decision Technology logo
Strata Decision Technology
Financial Planning and Analysis

The "Gold Standard" for Financial Planning, Analytics and Performance

Overview
CategoryFinancial Advisory PracticeFinancial Planning and Analysis
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.Financial planning and analytics platform for health systems providing budgeting, cost accounting, and continuous improvement tools.
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
Enterprise healthcare EPM platform with no public pricing; quoted per health system by modules (planning, decision support/cost accounting, capital planning) and organization size…
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 employees501-1000 employees
HeadquartersSt. Cloud, MNChicago, IL

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