Holistiplan Makes Waves With Industry Award Recognition for Insurance Risk Review Tool
Holistiplan, known primarily for its tax planning software, has been recognized with a 2025 WealthManagement.com Industry Award (the "Wealthies") for its insurance and personal risk review capabilities. The award, announced at a gala in New York City, acknowledges the platform's role in helping financial advisors identify coverage gaps and integrate risk management into comprehensive financial planning.
Holistiplan Partners with Seeds Investor to Help Advisors Deliver Purposeful and Personalized Planning
Holistiplan, the #1 tax planning software for financial advisors, today announced a new partnership with Seeds Investor (“Seeds”), a B2B software that empowers advisors to deliver customized portfolios tailored to investors’ unique goals, behaviors, and values.
