Holistiplan.com

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Email address with holistiplan.com

Found 1 emails of this domain
1. [email protected]

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Host name	ec2-44-196-33-53.compute-1.amazonaws.com
IP address	44.196.33.53
Location	Ashburn United States
Latitude	39.0481
Longitude	-77.4728
Metro Code	511
Timezone	America/New_York
Postal	20149

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› Dns: 53

› Http: 80

› Pop3: 110

› Portmapper, rpcbind: 111

› Microsoft RPC services: 135

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Semrush Domain Overview


Domain Backlinks	2.2K
Rank	339.1K
Traffic	4K
Costs	1.7K USD

Site Inspections

Websites Listing

We found Websites Listing below when search with holistiplan.com on Search Engine

Holistiplan

Holistiplan provides a clean and easy to read client deliverable complete with your firm’s logo at the top and your firm’s disclaimer at the bottom. It can be saved as a PDF and emailed or printed out to review with your client in person. Either way--a turnkey positive touchpoint and differentiator. ...

Holistiplan.com

DA: 19 PA: 19 MOZ Rank: 20

Billing and Subscription Information - Help Center - Holistiplan

Go to app.holistiplan.com Billing and Subscription Information Getting Started Uploading a Return Households User Settings Firm Admins Holistiplan Academy Tax Report Scenario …

Help.holistiplan.com

DA: 20 PA: 37 MOZ Rank: 58

Holistiplan - LinkedIn

Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients. Website http://www.holistiplan.com Industries Information Technology and Services Company...

Linkedin.com

DA: 16 PA: 20 MOZ Rank: 38

Holistiplan - Kitces

See Holistiplan in the Kitces AdvisorTech Directory. This page is a work in progress. Stay tuned as we continue to add more information about this software.

Fintech.kitces.com

DA: 18 PA: 43 MOZ Rank: 64

Holistiplan Overview | SignalHire Company Profile

Holistiplan is a private company that has been in the industry for 3 years. The company currently specializes in the Information Technology and Services area. Its headquarters is located at …

Signalhire.com

DA: 18 PA: 22 MOZ Rank: 44

Holistiplan | WealthStack

Holistiplan’s software was created and designed by co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP® to accomplish what have been historically two competing goals in the …

Informaconnect.com

DA: 18 PA: 34 MOZ Rank: 57

Holistiplan Reviews and Pricing 2022 - SourceForge

Holistiplan provides a clean and easy to read client deliverable complete with your firm’s logo at the top and your firm’s disclaimer at the bottom. It can be saved as a PDF and emailed or …

Sourceforge.net

DA: 15 PA: 30 MOZ Rank: 51

Holistiplan - Alliance of Comprehensive Planners Main Site

Holistiplan, a tax planning software solution, helps financial planners be more comprehensive and more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the …

Acplanners.org

DA: 18 PA: 50 MOZ Rank: 80

Tax-Planning Software Holistiplan Comes to Carson - Carson Group

Holistiplan is the revolutionary new software Carson includes in its tech stack for partners, saving advisors time and money. In just minutes, the software scans a client’s tax return and offers …

Resources.carsongroup.com

DA: 25 PA: 22 MOZ Rank: 55

Building Software To Systematize The Review Of Client Tax …

Welcome back to the 145th episode of Financial Advisor Success Podcast!. My guest on today's podcast is Roger Pine. Roger is the co-founder of Holistiplan, a new kind of …

Kitces.com

DA: 14 PA: 50 MOZ Rank: 90

Roger Pine, CFA, CFP® - Co-Founder - Holistiplan

Holistiplan Feb 2019 - Present 2 years 11 months Holistiplan is a new innovation in Fintech, enabling personal financial planners to turbocharge their …

Linkedin.com

DA: 16 PA: 37 MOZ Rank: 63

Tax Planning with Holistiplan - The Financial Planner's Desk

Holistiplan was created and designed by two CFP® professionals. As firm owners, they were constantly looking for ways to efficiently and consistently provide financial planning …

Thefinancialplannersdesk.com

DA: 28 PA: 38 MOZ Rank: 77

Best Holistiplan Alternatives & Competitors - SourceForge

Compare Holistiplan alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Holistiplan in 2022. Compare features, ratings, …

Sourceforge.net

DA: 15 PA: 42 MOZ Rank: 69

Holistiplan Demo - YouTube

A brief demonstration of Holistiplan, the #1 tax planning software for financial advisors.

Youtube.com

DA: 15 PA: 6 MOZ Rank: 34

NEWS - Media Source Portal

Holistiplan is an award-winning tax planning software for advisors built to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. …

Mediasourceportal.com

DA: 25 PA: 50 MOZ Rank: 36

Chris Field - Holistiplan | RIA Edge Speaker - Informa Connect

Chris Field is the Chief Growth Officer at Holistiplan where he oversees all sales, marketing, and strategic partnership initiatives. Before joining Holistiplan, Chris founded and ran a global …

Informaconnect.com

DA: 18 PA: 31 MOZ Rank: 64

Holistiplan Helps Financial Advisors Reassure Clients and Find …

Holistiplan was created and designed by co-founders, Roger Pine, CFA ®, CFP ®, and Kevin Lozer, CFP ®, who designed this software to accomplish what has historically been …

Prnewswire.com

DA: 18 PA: 50 MOZ Rank: 34

Working at Holistiplan | Glassdoor

See what employees say it's like to work at Holistiplan. Salaries, reviews, and more - all posted by employees working at Holistiplan.

Glassdoor.ca

DA: 16 PA: 50 MOZ Rank: 88

Holistiplan - Helpdesk

Holistiplan households with a Redtail link established will display a small Redtail icon next to the name in the household listing. If already logged in to Redtail, click this icon to navigate to the …

Help.redtailtechnology.com

DA: 26 PA: 43 MOZ Rank: 87

Holistiplan's Innovative Tax-Planning Software is Latest Value-Add …

Holistiplan won XY Planning Network's (XYPN) fourth annual Advisor FinTech Competition in September 2019. The award-winning tax planning software solution for …

Prnewswire.com

DA: 18 PA: 50 MOZ Rank: 31

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