Holistiplan
AI Strategy
Holistiplan holds 42% advisor adoption after 5 years — #1 tax planning software for advisors 5 consecutive years — using AI and OCR to analyze client tax returns in minutes and identify planning opportunities that previously required a specialist.
Headline Initiative
AI + OCR tax return analysis that identifies planning opportunities in minutes
AI Capability Breakdown
2 of 7 capability areas active · Last updated 2026-03-10
Advisor Productivity
Holistiplan analyzes client tax returns in minutes using AI and OCR — identifying tax-saving opportunities that previously required a tax specialist
Holistiplan uses AI and OCR to analyze client tax returns in minutes, identifying tax-saving opportunities (Roth conversions, loss harvesting, charitable giving, etc.) and generating advisor-ready planning summaries. Used by 8,000+ firms and 42% of US financial advisors. Rated #1 tax planning software in T3/Inside Information survey for 5 consecutive years.
Evidence
- ✓8,000+ advisory firms using Holistiplan
- ✓42% advisor adoption rate (2024 survey)
- ✓#1 tax planning software — T3/Inside Information Survey, 5 consecutive years
- ✓Tax return analysis in minutes vs. hours manually
- ✓Zocks integration (September 2025) extends meeting AI into tax planning
Operations & Compliance
Tax planning workflow automation integrated into CRM and meeting tools across 8,000+ advisory firms
Holistiplan integrates with major CRM and wealthtech platforms — including Zocks (September 2025) — to embed tax planning insights directly into advisor workflows, compliance documentation, and client review materials.
Evidence
- ✓CRM and wealthtech integrations deployed
- ✓Zocks integration bringing meeting AI + tax planning together
- ✓Estate and insurance analysis modules added
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