Holistiplan's Growth and Impact on Financial Advisors in 2025
In 2025, Holistiplan, a leading tax planning platform popular among financial advisors and tax professionals, saw significant growth in both adoption and usage. The 2026 T3/Inside Information Software Survey reveals that Holistiplan has maintained its top position in advisors' technology solutions for five consecutive years. The platform commands a 38.92% share in the tax planning software market and boasts a top customer satisfaction score of 8.86 out of 10 among its peers.
Holistiplan's usage has skyrocketed, with over 50,000 users uploading more than 20 million tax return pages to generate planning insights for over one million households across the United States. Roger Pine, the co-founder and CEO, noted that the platform's growth mirrors a larger industry trend of rising demand for continuous, coordinated advisory services. Holistiplan has become standardized for many large RIA firms and top broker-dealers, ensuring adherence to high security standards essential for complex enterprise operations.
The platform's advanced calculation engine allows for the rapid generation of client-ready tax reports from 1040 returns. It supports forward-looking analysis by evaluating multi-year strategies and assessing tax impacts with precision. Scott Pittman, Holistiplan's Chief Technology Officer, emphasized the importance of accuracy, noting that the calculation engine is validated using extensive real tax return data.
Holistiplan's initiatives for 2026 include enhancing automations, AI-driven workflows, and expanding property and casualty insurance planning capabilities. These upgrades are intended to streamline document collection, improve multi-year scenario modeling, and leverage AI to boost efficiency in both tax and insurance planning. The company stresses the necessity for precise calculations, maintaining a deterministic approach to ensure transparent and accurate projections.
Additionally, Holistiplan is expanding its property and casualty feature set, having been recently recognized with a WealthManagement.com Industry Award. The platform now includes functionality for analyzing landlord insurance and can retrieve documents directly from insurance carriers. Ongoing integrations with insurance and IRS data are enhancing tax data input for immediate analysis.
For 2026, Holistiplan plans to roll out expanded estate planning modules for subscribers while continuing to leverage AI to refine client experiences. With a user base of over 10,000 firms, Holistiplan remains dedicated to delivering secure, accurate, and reliable financial planning technology.
Holistiplan is solidifying its position as an influential player in the FinTech space, with software that enables advisors to integrate tax planning, property and casualty analysis, and estate planning into a cohesive system. Its OCR technology swiftly processes tax return data to offer comprehensive reporting and planning capabilities across various financial elements. More information about the company and its offerings is available on their website.