Holistiplan
@Holistiplan
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Holistiplan is an end to end tax planning tool for financial advisors. Founded by @Roger_S_Pine and @kevin_lozer
Joined October 2019
That's a wrap on our first Quarterly Keynote! 👏A huge thank you to our amazing audience and presenters for making yesterday's event such a success. If you missed it live, now’s your chance to catch up! Watch the recording ➡️
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Our Virtual Keynote: Foundations for the Future starts TODAY at 11 AM ET! Join 3,500+ advisors for insights from @CPAPlanner, @Roger_S_Pine, @ben_pisces, Allison Doty, CFP®, CRPS®, & Jennifer Fensley, CFP®, CRPS® There's still time to register!
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📍 Coming at you live from San Antonio! Erik and DJ had a fantastic day at the #CeteraAdvisors Conference and are ready for an action-packed day tomorrow. If you haven’t stopped by the Holistiplan booth yet make sure to swing by, we’ve got big things ahead!
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@7Saturdaysaweek 🙌 Love seeing advisors use the Tax Letter to make life easier for clients and their CPAs! A pain-free tax season? Now that’s a win🔥 Thanks for the shoutout!
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RT @MobileAssistant: 🚨 Start 2025 with us! 🚨 Join @MobileAssistant & @Holistiplan for a can't-miss webinar! 📅 Jan 21st | 1 PM CST 📌 Topi…
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Join us on 2/11 for our inaugural Quarterly Keynote event! This session will include insights from the one and only @CPAPlanner, a deep dive into some of Holistiplan’s tools, and real-world strategies shared by standout advisors. Register now!
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We know her! So proud of you, @TorieHappe 🫶
Lighting up the stage @TorieHappe @Holistiplan on the importance of #taxplanning #estateplanning and what components should be in an FA’s tech toolbox 🔨🔩🪛 #MSUM24
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#SchwabIMPACT is the place to be! Jason & Torie are here at booth TECH17, connecting with advisors & showcasing how Holistiplan is transforming tax planning. Want a sneak peek at what’s ahead for 2025? Stop by and join the conversation!
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The Holistiplan team has arrived in San Francisco for Schwab IMPACT®! We’re at booth TECH17 and ready to chat about tax planning, answer your questions, and share what’s ahead for 2025. Stop by and say hello!
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This award means so much to us because it was voted on by you!🏆 We're proud to receive the #AdviceTechLIVE Industry Disruptor Award, and we’re more motivated than ever to keep innovating for you. Thank you!
🥁 Drumroll please...🥁 The winner of the #AdviceTechLIVE Industry Disruptor award goes to...@Holistiplan!
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RT @BentoEngine: 🚀 New Integration Announcement 🚀 @Holistiplan , the industry-leading tax planning software, and Bento Engine, an award-w…
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Holistiplan is headed to San Francisco next week for the Schwab IMPACT® Conference! Come by booth TECH17 to connect with our team, ask us your questions, and chat about what’s coming in 2025. We can't wait to see you there!
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@MikePolicarNGP Hey Michael! We see @TorieHappe has you covered, but you can also book a demo at
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Thanks to Ideas by Mike™ for featuring our VP of Customer Success & Engagement, @ben_pisces! He shared insights on Holistiplan’s impact on tax planning for advisors and clients alike. Listen here! 🎧
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We know her👀 Shout out to Kimberly Venable, Holistiplan's Director of Enterprise Sales! We heard that breakout session was standing room only 🔥
Day 1 Afternoon Breakout Sessions - where the real magic happens. 3:45 - 6 p.m. CT. Drop by and expand your horizons. 🌍 #FISummit
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👏 We're so proud of @TorieHappe!
This presentation deserves a front row seat but I’m the king of photos from the back of a room at conferences. #Fintech superstars @alisusko_alison and @TorieHappe are giving a peek at the 🔥 updates @AssetMapLLC and @Holistiplan have coming at #FISummit
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TODAYS THE DAY! Sound➡️ Checked Name tags➡️ Alphabetized Coffee➡️ Poured Happy Tax Planning Journey LIVE day🔥 We can't wait to see so many of you today. Our conference room is full, but you can still join us virtually at the link below!
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