As of September 29, 2026, Holistiplan had a public pricing page on holistiplan.com. As of September 29, 2026, Holistiplan also had a product home page at holistiplan.com.
Holistiplan sells tax planning software built for advisors. Bottom line: compare the published figures, then match them to a written quote before you buy.
Your next step: read the plan-page facts, then email Holistiplan the questions below. If you’d rather build client acquisition under your own firm’s name, see how OJay works with advisors.
OJay Media also sells marketing to financial advisors, so we have a commercial interest in this topic. This page doesn’t rate Holistiplan. It makes no claim about the outcomes of Holistiplan’s customers.
What does Holistiplan sell to advisors?
As of September 29, 2026, Holistiplan’s website listed tax planning software for advisors.
As of September 29, 2026, Holistiplan’s website listed a tax planning product surface.
As of September 29, 2026, Holistiplan’s website listed an insurance planning product surface.
As of September 29, 2026, Holistiplan’s website listed an estate planning product surface.
As of September 29, 2026, Holistiplan’s pricing page listed a Basic Tax plan tier.
As of September 29, 2026, Holistiplan’s pricing page listed a Premium Tax plan tier.
As of September 29, 2026, Holistiplan’s pricing page listed an Enterprise path.
Those products sit under one vendor brand. Ask Holistiplan to put every included seat in an email.
What did Holistiplan list on its plan page?
As of September 29, 2026, Holistiplan’s pricing page listed a $749 yearly figure for Basic Tax at the 30-household tier.
As of September 29, 2026, Holistiplan’s pricing page listed a $1,599 yearly figure for Basic Tax at the 75-household tier.
As of September 29, 2026, Holistiplan’s pricing page listed a $1,949 yearly figure for Basic Tax at the 100-household tier.
As of September 29, 2026, Holistiplan’s pricing page listed a $1,499 yearly figure for Premium Tax at the 30-household tier.
As of September 29, 2026, Holistiplan’s pricing page listed a $1,999 yearly figure for Premium Tax at the 75-household tier.
As of September 29, 2026, Holistiplan’s pricing page listed a $2,499 yearly figure for Premium Tax at the 100-household tier.
Ask Holistiplan to put the number for your household count in an email.
What else did Holistiplan list for buyers?
As of September 29, 2026, Holistiplan’s pricing page listed a 7-day free trial.
As of September 29, 2026, Holistiplan’s pricing page listed an annual billing path for Basic Tax.
As of September 29, 2026, Holistiplan’s pricing page listed an annual billing path for Premium Tax.
As of September 29, 2026, Holistiplan’s pricing page listed a federal tax return scanning feature inside Basic Tax.
As of September 29, 2026, Holistiplan’s pricing page listed a federal tax report feature inside Basic Tax.
As of September 29, 2026, Holistiplan’s pricing page listed a state tax scenario feature inside Premium Tax.
As of September 29, 2026, Holistiplan’s pricing page listed a multi-year Roth conversion feature inside Premium Tax.
Vendor footnotes are starting points. Ask Holistiplan what the written materials cover for your firm size.
How should you read Holistiplan reviews?
Peer threads and vendor pages answer different questions.
Ask how each vendor quote was measured and which firms were left out.
Advisors also discuss tax planning software in forums and industry research. Read those threads for operating details, like onboarding effort and workflow fit, and check the date on each post.
Directory listings are category labels. They do not prove how Holistiplan will work inside your firm.
Which questions should you send Holistiplan?
These questions come from what the plan page and the home page say, and from what they leave out.
Send them by email so the answers are in writing. Then compare the paperwork with those answers.
Jump to what the plan page listed. Ask Holistiplan to put the number for your household count in an email.
Holistiplan listed a $749 yearly figure for Basic Tax at the 30-household tier. Ask Holistiplan to confirm that figure for your household count in writing.
Holistiplan listed a $1,499 yearly figure for Premium Tax at the 30-household tier. Ask Holistiplan to confirm that figure for your household count in writing.
Holistiplan listed a 7-day free trial. Ask Holistiplan to put the start steps in an email.
Who helps me after launch? Ask Holistiplan for a sample onboarding plan and training schedule.
If an answer is vague, ask again in writing. If it stays vague, that tells you something too.
If you sign up, what should you track?
Decide before your first week what you’ll measure. Then your decision rests on your own numbers.
Adoption. Log how many advisors open Holistiplan each day in week one.
Count household records you create in the first month.
Workflows. Count workflows you run without a workaround.
Count support tickets you open in the first quarter.
Review the numbers after one quarter. A shared spreadsheet is enough, as long as the same person updates it.
Should you use Holistiplan?
That depends on your practice more than on any review.
On its own description, the product suits advisors who fit this picture:
- You want tax planning software and can read the published Basic Tax and Premium Tax pages.
- You can staff onboarding so tax files get a named owner.
- You can ask Holistiplan for your household count and plan mix by email.
Slow down if:
- Your broker-dealer blocks a required integration.
- Your team cannot staff the move of client tax files into the system.
- The email answers leave open questions you still need closed.
If you’d rather build a way for prospects to find your firm under your own name, that’s what OJay does. You can see our process and decide whether it fits.
For related software buying notes, see Wealthbox CRM reviews and Redtail CRM reviews.
A few common questions
Is Holistiplan a real company?
As of September 29, 2026, Holistiplan had a live site at holistiplan.com. As of September 29, 2026, Holistiplan had a public pricing page. Ask for entity details and references at firms like yours that you can call yourself.
What plans did Holistiplan publish?
Jump to what the plan page listed.
What else did Holistiplan publish for buyers?
Jump to what else Holistiplan listed. Ask Holistiplan to put the details for your filters in an email.
If you reuse reviews, ratings, or ads in your own marketing, have your firm’s authorized reviewer check them first. The SEC investment adviser marketing guide and FINRA Rule 2210 are documents for that reviewer. This article is not legal or compliance advice, and it does not mean any service is approved.
Related reading
- Wealthbox CRM reviews for advisors
- Redtail CRM reviews for advisors
- CRM for financial advisors
- Financial advisor marketing software
- Browse the blog
OJay Media is a marketing agency for wealth advisors. This page is for advisory firms comparing vendors. It is not investment, legal, or compliance advice. Have your reviewer approve your own materials before you use them.
