{"source":"Breaknorm","page":"https://breaknorm.co/company/holistiplan.com","license":"https://breaknorm.co/terms","domain":"holistiplan.com","name":"Holistiplan","legal_name":"Holistiplan","country":"US","country_second":"GB","city":"","admin1":"","vertical":"technology_software","subvertical":"b2b_saas_platforms","leaf":"wealth_insurance_advisor_software","summary":"Holistiplan is a software platform that provides tax, insurance and estate planning for financial advisors and CPAs. It synthesizes clients' financial documents to map tax impacts, offering tax reports and scenario analysis, home, auto and umbrella policy assessment, and planning around Roth conversions and charitable giving. 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