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Security & compliance
The vendor hasn’t added security or compliance details yet.
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Pricing
From $1,599 / yr
Founded
2019
Team size
11-50 employees
Headquarters
St. Cloud, MN
Product Preview
Preview from holistiplan.com
At a glance
Best for
Financial Advisors
Pricing model
Tiered plans
Try before you buy
About Holistiplan
Holistiplan provides software or technology services for its target users. Pricing is recorded from current public information, with custom-quote status used when no reliable numeric vendor or authorized channel price is available.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Holistiplan
Holistiplan doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
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