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Holistiplan vs Wealth.com

Holistiplan logo
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Wealth.com logo
Wealth.comFinancial Planning and Analysis
Holistiplan logo
Holistiplan
Financial Advisory Practice

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

Wealth.com logo
Wealth.com
Financial Planning and Analysis

The Leading Estate & Tax Planning Software for Financial Advisors

Overview
CategoryFinancial Advisory PracticeFinancial Planning and Analysis
What it isTax planning software for financial advisors automating tax return analysis and client-ready reports.Estate planning platform for advisors and clients.
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 plansCustom quote
Free optionsNo free plan · Free trialNo free plan
Deal on CubbieNone right nowNone right now
Company
Founded20192022
Team size11-50 employees51-200 employees
HeadquartersSt. Cloud, MNAustin, TX

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