What Integrates with Holistiplan?

Find out what Holistiplan integrations exist in 2024. Learn what software and services currently integrate with Holistiplan, and sort them by reviews, cost, features, and more. Below is a list of products that Holistiplan currently integrates with:

  • 1
    Moneytree Reviews

    Moneytree

    Moneytree Software

    $1981 per year
    Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.
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