AI-powered tax return analysis that automatically reads uploaded tax returns, identifies planning opportunities, and generates client-ready tax planning reports. Includes customizable tax projections and scenario modeling.
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.
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Automated Tax-Loss Harvesting Automatically identifies and suggests trades to realize losses for tax benefits. |
Not as far as we are aware.* No evidence of automated tax-loss harvesting; Holistiplan focuses on tax projections and scenario analysis, not direct investment management or transaction suggestion. | |
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Frequency of Harvesting How often the software scans and implements tax-loss harvesting opportunities. |
No information available | |
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Wash Sale Detection Detects potential wash sales and provides alerts or recommendations. |
No information available | |
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Harvesting Threshold Customization Advisors can set minimum loss thresholds for triggering tax-loss harvesting actions. |
No information available | |
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Cross-Account Harvesting Ability to identify tax-loss harvesting opportunities across multiple client accounts. |
No information available | |
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User Override of Harvesting Suggestions Allows advisors to override or approve tax-loss harvesting recommendations. |
No information available | |
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Reporting of Harvested Losses Provides detailed reports of realized losses for compliance and strategy review. |
Holistiplan generates client-ready tax planning reports, which include reporting of analyzed/planned losses where applicable. | |
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Real-Time Opportunity Alerts Notifies users immediately when new tax-loss harvesting opportunities arise. |
No information available | |
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Integration with Portfolio Management Seamlessly integrates with existing portfolio management tools and workflows. |
Holistiplan integrates outputs and planning analysis with several portfolio management platforms and can incorporate account-level plan data. | |
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Tax Impact Simulation Simulates the projected tax impact of harvesting specific losses. |
Provides tax impact simulation via scenario planning and projection tools. |
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Asset Location Optimization Optimizes asset placement across taxable and tax-advantaged accounts. |
No information available | |
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Tax Drag Analysis Quantifies the annual tax impact (drag) of different portfolios. |
Provides tax drag analysis by quantifying tax implications of different planning recommendations. | |
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Tax-Efficient Withdrawal Sequencing Advises on withdrawal order from different account types to minimize taxes. |
Supports tax-efficient withdrawal sequencing recommendations as part of scenario planning. | |
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Projection of After-Tax Returns Shows expected net returns after incorporating anticipated taxes. |
Shows after-tax return and net impact in projection modules. | |
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Roth Conversion Analysis Models the tax consequences of Roth IRA conversions. |
Roth conversion analysis available as scenario and recommendation option. | |
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Capital Gains Minimization Tools Identifies trades and strategies to minimize realized capital gains. |
No information available | |
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Automated Rebalancing Tax Analysis Assesses tax costs associated with portfolio rebalancing. |
No information available | |
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Short-term vs Long-term Gain Recognition Distinguishes and tracks gains for relevant tax treatment. |
Holistiplan distinguishes short- and long-term gains in its projection and analysis tools for accurate tax treatments. | |
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Customized Strategy Recommendations Provides tailored, client-specific tax strategy advice. |
Holistiplan is known for providing customized, client-specific tax strategy recommendations. | |
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Multi-year Tax Projection Projects multi-year tax liabilities under proposed strategies. |
Multi-year tax projections are supported in scenario modeling. |
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What-if Scenario Analysis Allows users to test tax results under different scenarios and plan changes. |
Holistiplan features what-if scenario modeling for planning analysis. | |
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Multi-Year Tax Forecasts Provides forecasts of tax liabilities over multiple future years. |
Multi-year tax forecasts are a core feature of Holistiplan. | |
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Customizable Tax Rates Supports entry and adjustment of custom federal, state, and local tax rates. |
Customizable tax rates (federal, state, local) are supported in the planning/forecast modules. | |
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Estate & Gift Tax Simulation Models estate and gift tax exposure based on current and hypothetical portfolios. |
No information available | |
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Legislation Impact Modeling Analyzes tax impact of proposed or potential legislative changes. |
No information available | |
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Monte Carlo Tax Simulations Uses stochastic modeling for tax forecasting under uncertainty. |
No information available | |
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Goal-Based Forecasting Integrates tax effects into financial plan goal projections. |
No information available | |
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Collaborative Scenario Sharing Enables sharing modeled tax scenarios with clients or team members. |
Holistiplan enables secure sharing of tax scenario reports with clients or team members. | |
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Historical Scenario Review Allows comparison of past plan recommendations with current scenarios. |
No information available | |
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Sensitivity Analysis Assesses how sensitive outcomes are to changes in tax assumptions. |
No information available |
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Account Aggregation Aggregates data from multiple financial accounts (brokerage, retirement, bank, etc.). |
Aggregates and analyzes data from multiple client or household accounts/tax returns. | |
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API Integration Offers programmable interfaces for connecting to other software systems. |
No information available | |
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Direct Custodian Connectivity Connects directly to custodians for real-time client data. |
No information available | |
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CRM Integration Integrates with advisor CRM systems for seamless workflow. |
No information available | |
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File Import/Export Capabilities Supports importing and exporting of client and investment data files. |
Supports import (upload) of tax documents and export of client/planning reports. | |
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Data Refresh Frequency How often external account or position data are refreshed. |
No information available | |
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Custom Data Mapping Allows mapping of external data fields to internal software fields. |
No information available | |
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Audit Trail of Data Changes Maintains records of data updates for compliance. |
Maintains audit trail of uploaded tax return and report changes for compliance documentation. | |
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Cloud Data Storage Stores data in the cloud for remote access and backup. |
Cloud-based SaaS with secure cloud data storage. | |
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Real-Time Syncing Data synchronizes in real time with other platform elements. |
No information available |
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Automated Tax Form Generation Creates electronic or printable versions of required tax forms (e.g., 1099, Schedule D). |
Automated creation of client-ready tax planning reports that can be printed or distributed electronically. | |
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Capital Gains and Income Reporting Summarizes annual capital gains, losses, and income by account or tax lot. |
Holistiplan summarizes annual capital gains, losses, and income in its reporting output. | |
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Compliance Rule Updates Automatically updates for new federal and state tax law changes. |
No information available | |
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Error Checking & Reconciliation Provides automated checks for inconsistencies or compliance errors. |
Performs automated error checks on imported returns and identifies issues for reconciliation. | |
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Tax Filing Export Exports data for use with tax filing software or professionals. |
Support for exporting tax data and reports for integration with tax prep software/professional review. | |
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Document Retention Management Supports secure storage and retention of tax documents per regulations. |
Holistiplan supports secure document retention and storage with access controls. | |
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Client Tax Summary Reports Generates summary reports of client tax positions for review. |
Generates client summary tax reports suitable for plans and review, explicitly noted in product marketing. | |
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State and Local Tax Calculations Supports compliance for all relevant state and local tax rules. |
Product supports state and local tax projection and compliance across all states. | |
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Amended Returns Support Supports creation of amendments to prior-year tax returns. |
No information available | |
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Regulatory Change Alerts Notifies users of significant changes in tax law or filing requirements. |
No information available |
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Dashboard Customization Users can configure dashboards to suit their workflow and preferences. |
User dashboard and report views are customizable per user preference. | |
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Mobile Access Accessible via mobile devices or dedicated mobile apps. |
Holistiplan provides mobile access through a responsive web app. | |
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Guided Workflows Step-by-step walkthroughs for common tax planning processes. |
Step-by-step, guided workflows are included for tax return upload, scenario analysis, etc. | |
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Multi-language Support User interface available in multiple languages. |
No information available | |
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Accessibility Features Tools for visually impaired or other accessibility needs. |
No information available | |
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Search and Filter Functions Easily search for and filter clients, accounts, or transactions. |
Search and filter functions implemented within client and scenario database. | |
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Customizable Reports Users can build and customize their own reports. |
Users can customize outputs and report templates. | |
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Bulk Edit and Batch Actions Ability to apply changes across multiple clients or portfolios at once. |
No information available | |
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Real-time Help and Guidance Integrated documentation or chat support for immediate assistance. |
Holistiplan includes real-time in-app help and access to customer support. | |
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Client Portal Dedicated portal for clients to view their tax planning results and reports. |
There is a client portal for sharing documents and tax planning outcomes. |
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Secure Document Sharing Share sensitive files securely between advisor and client. |
Secure document sharing capability provided within client portal. | |
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Commenting and Annotations Leave comments and notes directly on reports or scenarios. |
Commenting and notes are supported within the client portal tools. | |
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E-signature Integration Collect required signatures within the platform. |
No information available | |
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Meeting Scheduler Built-in tools for scheduling tax review meetings. |
No information available | |
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Customizable Email Templates Create templates for standardized client communications. |
No information available | |
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Alerts & Notifications Configurable email or in-app tax deadline reminders. |
Holistiplan notifies users via dashboard and email of new planning opportunities or required actions. | |
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Interactive Plan Visualizations Tools for interactive presentation of tax planning outcomes. |
Holistiplan outputs interactive visualizations of scenario and tax outcomes. | |
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Shared To-do Lists Collaborative task lists between advisor and client |
No information available | |
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Document Upload by Clients Clients can upload documents securely to the advisor platform. |
Clients can upload documents directly through Holistiplan's portal. | |
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Client Feedback Mechanism Enable clients to provide feedback within the portal. |
No information available |
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Multi-factor Authentication Requires multiple authentication methods for system access. |
Multi-factor authentication required for advisor and client access. | |
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End-to-End Encryption Encrypts data at rest and in transit across the system. |
End-to-end encryption of all client data claimed on website and in GDPR/HIPAA compliance documentation. | |
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User Access Controls Granular permissions for managing roles and privileges. |
Granular role-based user access controls available for team-based practices. | |
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Regular Security Audits Platform is audited for security vulnerabilities on a regular basis. |
Holistiplan undergoes regular security audits as stated in documentation. | |
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SOC 2 or Similar Certifications Holds third-party security and data handling certifications. |
Holistiplan carries SOC 2 certification as disclosed on compliance web pages. | |
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Data Residency/Localization Support for storing data in required jurisdictions. |
No information available | |
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Data Retention Settings Customizable retention periods for sensitive client data. |
Data retention periods can be set in accordance with firm and regulatory requirements. | |
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Automatic Session Timeouts Automatically logs out users after inactivity. |
Automatic session timeouts for inactivity are implemented for security compliance. | |
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Audit Logging Monitors access and action history for compliance purposes. |
Audit logs capture changes and document access for compliance monitoring. | |
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Incident Response Plan Comprehensive documented plan for responding to security incidents. |
Documented incident response plan as part of compliance protocols. |
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Custom Report Builder Allows users to build bespoke reports with selected fields and filters. |
Users can build custom reports based on desired tax fields and analysis. | |
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Scheduled Report Delivery Supports automated generation and delivery of reports on a schedule. |
Scheduled/automated report delivery to users and client portal is a standard feature. | |
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Benchmark Comparison Tools Compares client portfolios and tax outcomes to relevant benchmarks. |
No information available | |
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Aggregation of Analytics Across Clients View tax metrics and performance in aggregate across client base. |
Holistiplan allows analytics aggregation across households/clients. | |
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Export to PDF/CSV/XLS Export all reports and analytics to common file formats. |
Exports to PDF and CSV are available for all major reports and analytics. | |
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Drill-down Analysis View detailed analytics down to transaction or tax lot level. |
Drill-down to tax line/item for analysis and review is supported. | |
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Historic Reporting Archive Maintains an archive of past analytics and reports. |
Past reporting and analysis are archived and accessible for historic comparison. | |
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Tax-Efficiency Metrics Specific metrics measuring portfolio tax efficiency over time. |
Holistiplan calculates and reports portfolio and household tax efficiency metrics. | |
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Custom KPI Dashboards Key performance indicators dashboards are configurable per user. |
Customizable KPI dashboards are available as part of the user interface. | |
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Visualizations & Charts Suite of charting tools for tax and portfolio analytics. |
Visual charting tools for scenarios, forecasts, and tax line breakdowns are present. |
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Onboarding Assistance Personalized onboarding for new users and firms. |
Onboarding and setup assistance are standard for new users/firms. | |
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Knowledge Base Access Comprehensive online documentation and FAQs. |
Comprehensive knowledge base and FAQs online. | |
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Live Chat Support Immediate in-platform chat for tech and strategic support. |
Live chat with support team available via website and application. | |
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Phone and Email Support Multiple support channels including phone and email. |
Email and phone support channels documented on website. | |
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Webinars and Training Resources Regular online events and resources for training. |
Regular webinars and on-demand training resources offered. | |
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Dedicated Customer Success Manager Assigns a point of contact for account success and troubleshooting. |
Dedicated customer success manager offered for select plans or enterprise clients. | |
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Community Forums Access to online discussion boards or peer support. |
No information available | |
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Feature Request Feedback Loop Clients can request new features and track implementation. |
Users can submit feature requests and track progress within Holistiplan’s support portal. | |
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Context-Sensitive Help In-software help that adapts to current screen/function. |
No information available | |
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Training Certification Programs Offers formal certification for product proficiency. |
No information available |
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