Holistiplan
**Holistiplan**
What is Holistiplan?
Holistiplan is a financial planning software designed to help financial advisors more efficiently create and maintain financial plans for their clients. It uses optical character recognition (OCR) to extract data from client documents like tax returns, then integrates that data into financial planning calculations and reports. This automates data entry and reduces manual work, streamlining the financial planning process and allowing advisors to focus more on client relationships and strategic advice.
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