Articles from Holistiplan

COLLEGE STATION, TX / ACCESS Newswire / October 28, 2026 / Holistiplan, a leading tax planning platform for financial advisors and tax professionals, announced Strategy Library, a new feature that uses uploaded tax return data to surface applicable, pre-built planning strategies populated with the client's own numbers. The feature is part of Holistiplan's continued expansion of document collection and modeling capabilities to reduce manual work throughout the tax planning process.

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, 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.