Holistiplan vs Vise
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
ViseAI for Finance
CustomPublished price
Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | Vise AI for Finance Build smarter portfolios, harvest more tax losses, and run your entire practice from one platform. | |
|---|---|---|
| Overview | ||
| Category | Financial Advisory Practice | AI for Finance |
| What it is | Tax planning software for financial advisors automating tax return analysis and client-ready reports. | AI investment management platform for independent financial advisors. |
| Pricing | ||
| Published price | From $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 Vise does not publish pricing; it is an SEC-registered platform sold to financial advisors and RIA aggregators with custom pricing (typically an asset-based or per-account fee). C… |
| Pricing model | Tiered plans | Custom quote |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2019 | 2016 |
| Team size | 11-50 employees | 51-200 employees |
| Headquarters | St. Cloud, MN | New York, NY |