Strong Industry Recognition Holistiplan has received multiple industry awards, including the 2025 WealthManagement.com Industry Award, highlighting its reputation and credibility in providing top-tier tax planning solutions. This positions it as a trusted partner for financial advisory firms seeking proven technology.

Expanding Partnerships Recent integrations with Zocks Communications and collaborations with XY Planning Network demonstrate Holistiplan's strategic focus on forming valuable alliances. This opens additional channels for sales growth through partnership-driven distribution and visibility.

Market Leadership Being ranked the #1 tax planning software for five consecutive years underscores Holistiplan’s dominance in the market. This strong positioning suggests opportunities to target firms seeking industry-leading solutions to upgrade their advisory services.

Growing Customer Base Holistiplan’s notable client acquisitions like LPL Financial, combined with its expanding user community, indicates increased adoption among large financial institutions, offering potential cross-sell or upsell opportunities for enhanced features and integrations.

Innovative Product Offerings The launch of features like Dynamic SmartFields and seamless integration into AI-powered workflows highlights Holistiplan’s commitment to innovation. This focus on cutting-edge solutions creates opportunities to position new, advanced tools to forward-thinking advisory firms.