About Holistiplan
Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An adviser uploads clients’ tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients. MillionPhones has 16 verified mobile phone numbers for Holistiplan employees across 9 departments, helping sales teams connect with decision-makers directly.
Holistiplan Leadership — Direct Phone Numbers Available
Holistiplan Phone Numbers by Department
| Department | Contacts | Verified Mobiles | Coverage |
|---|---|---|---|
| Sales | 4 | 87% | |
| Engineering | 3 | 62% | |
| Executive | 2 | 82% | |
| Product | 1 | 81% | |
| Marketing | 1 | 50% | |
| Customer Success | 1 | 83% | |
| Other | 1 | 77% | |
| Operations | 1 | 82% | |
| Finance | 1 | 82% |