Holistiplan
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- Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An adviser uploads clients tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients.
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Headquarters:College Station, Tx 77845, Us , College Station, Texas, United States
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Phone Number:
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Website: http://www.holistiplan.com
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Employees:6
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Revenue:$1 - 10M
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Legal Name:Holistiplan
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Holistiplan's Social Media
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| NAICS Code: 541511 |
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Frequently Asked Questions regarding Holistiplan
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Where are Holistiplan's Headquarters?
Holistiplan's Headquarters are in College Station, Tx 77845, Us ,College Station,Texas,United States
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What is Holistiplan's official website?
Holistiplan's official website is http://www.holistiplan.com
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What is Holistiplan's Revenue?
Holistiplan's revenue is $1 - 10M
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What is Holistiplan's NAICS code?
Holistiplan's NAICS code is 541511
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How many employees are working in Holistiplan
Holistiplan has 6 employees
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What is Holistiplan's Industry?
Holistiplan is in the industry of Information Technology And Services
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Who is Holistiplan's Chief Growth Officer?
Holistiplan's Chief Growth Officer is Christopher Field
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Who is Holistiplan's Chief Technology Officer?
Holistiplan's Chief Technology Officer is Scott Pittman