Holistiplan

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Holistiplan can read an uploaded tax return and create a customized tax report complete with relevant observations in just seconds. Yes, seconds.

The system can pre-fills a scenario analysis screen allowing us to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more.

We have a firm level account and new users may request access by contacting the CCO.

Having this central account allows us best pricing per household so each advisor can contribute only what they need.