Holistiplan
Tax planning software that reads client tax returns and models tax scenarios.
holistiplan.comHolistiplan reads clients' tax documents with optical character recognition and produces tax reports and projections for advisors. Its site lists scenario analysis, Roth conversion and withdrawal modeling, charitable giving analysis and insurance policy review. An estate planning module is marked as coming soon.
Two financial planners, Kevin Lozer and Roger Pine, founded it in 2019. It is based in College Station, Texas, and Lead Edge Capital has invested in it. The company offers a seven-day free trial.
What it does
- Tax return analysis
- Tax scenario modeling
- Roth conversion analysis
- Charitable giving analysis
- Insurance policy review
Coverage
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