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Holistiplan
What it is
Holistiplan is a web and API platform that brings tax, estate, and insurance planning into one workspace for financial advisors and their clients. It scans detailed tax returns and creates reports covering marginal tax brackets and state tax hints. Scenario Analysis models possible outcomes for the next tax season, with support for multi-year projections, capital gains modeling, and retirement income modeling. Tax Explainer presents how and why a client’s taxes are calculated. Insurance tools review home, auto, and umbrella coverage, flag gaps, and estimate rebuilding costs. Estate tools include Estate Report, Asset Diagram, and Beneficiary Report. Data import and client collaboration are supported, along with integrations such as fpPathfinder, Zocks, Redtail, Wealthbox, and Kitces. Basic Tax costs $749 a year and Premium Tax costs $1,499 a year, each billed annually for 30 to 750 households. A 7-day trial is available, but no free plan is offered. Uploaded documents must be PDFs under 50 MB.
For and against
For
- Combines tax, insurance, and estate planning tools
- Models multi-year, capital gains, and retirement scenarios
- Includes client collaboration and data import
- Offers integrations with advisory software
- Provides a 7-day trial
Against
- No free plan is available
- Basic Tax starts at $749 a year
- Uploads must be PDF files under 50 MB
- Public API access requires interview and approval
The verdict
Holistiplan combines several planning functions in one advisor-focused platform, with reports, scenario tools, and collaboration. Practices should account for annual plan costs, PDF upload limits, and approval requirements for the public API.
Who it suits
Holistiplan suits financial advisors who need shared tax, insurance, and estate planning tools for client work. Its modeling, reports, integrations, and collaboration features support advisory practices.
Plans and prices
Basic Tax
starts at 30 households · up to 750 households
Read 30 Sep 2026 · stratumtax.com
Premium Tax
starts at 30 households · up to 750 households
Read 30 Sep 2026 · stratumtax.com
Enterprise
more than 750 households
Read 30 Sep 2026 · holistiplan.com
Starter Insurance
module pricing shown after selecting a plan
Read 30 Sep 2026 · holistiplan.com
On the record
- API limits
- The public API uses OAuth 2.0 client credentials, API v2, and is limited to 1,000 requests per hour per production client.help.holistiplan.com · read 30 Sep 2026
- Company origin
- Holistiplan says its founders are CFP financial planners and that the founding idea began in 2019.holistiplan.com · read 30 Sep 2026
- Data protection
- Pay stubs are encrypted in transit with TLS 1.2 or higher, encrypted at rest, protected by role-based access controls and MFA, and access is audit logged.help.holistiplan.com · read 30 Sep 2026
- Estate planning
- Estate features include Estate Report, Asset Diagram, and Beneficiary Report tools.holistiplan.com · read 30 Sep 2026
- Insurance planning
- Insurance tools evaluate home, auto, and umbrella coverage, identify gaps, and include a rebuilding cost estimator.holistiplan.com · read 30 Sep 2026
- Integrations
- Listed integrations include fpPathfinder, Zocks, Redtail, Jump AI, Wealthbox, Asset-Map, PreciseFP, Pulse360, Bento, and Kitces.holistiplan.com · read 30 Sep 2026
- Public API
- The public API is available subject to interview and approval from Holistiplan.holistiplan.com · read 30 Sep 2026
- Purpose
- Holistiplan provides tax, estate, and insurance planning tools in a single platform for financial advisors and their clients.holistiplan.com · read 30 Sep 2026
- Scenario analysis
- Scenario Analysis models and visualizes possibilities for the next tax season.holistiplan.com · read 30 Sep 2026
- Security
- The pricing page lists multi-factor authentication security and SOC 2 Type II.holistiplan.com · read 30 Sep 2026
- Support
- Users can contact support from within a page in Holistiplan or by emailing [email protected].help.holistiplan.com · read 30 Sep 2026
- Tax explainer
- Tax Explainer is an interactive tool that details how and why a client's taxes are calculated.holistiplan.com · read 30 Sep 2026
- Tax reports
- The platform scans detailed tax returns and produces tax reports showing marginal tax brackets and state tax hints.holistiplan.com · read 30 Sep 2026
- Upload limit
- Uploaded documents must be PDF files under 50 MB.help.holistiplan.com · read 30 Sep 2026
