Best Holistiplan Alternatives ranked by AI · updated Aug 2026

Holistiplan is tax-planning software for financial advisors that analyzes tax returns and identifies planning opportunities. It focuses on tax projections, deductions, Roth conversions, capital gains, and related recommendations.

Developer: Holistiplan Price: N/A 🎯 holistiplan.com

💰 Personal Finance Financial Planning Wealth Management retirement planning

Top 6 Holistiplan alternatives

RightCapital

RightCapital is a comprehensive financial planning platform for advisors that models cash flow, retirement, estate planning, and insurance decisions. It helps advisors...

Pros

Provides broader financial planning than Proformex
Models insurance decisions alongside retirement and cash-flow plans
Offers strong client-facing planning and collaboration features

Cons

Less detailed for ongoing in-force policy administration
Does not specialize in carrier data and policy alerts
May be excessive for insurance-only practices

N/A

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Atlas Planning

Atlas Planning is a digital financial-planning service for people who want structured guidance on savings, investments, retirement, and other long-term goals. It...

Pros

More comprehensive than basic budgeting apps for long-term financial decisions
Combines digital planning with professional guidance
Covers multiple planning areas in one service

Cons

Less transparent pricing than mainstream self-service planning tools
Not as widely documented or integrated as established advisor platforms
May be more suitable for guided planning than fully self-directed users

N/A

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eMoney

eMoney Advisor

eMoney is financial planning software for advisors that combines account aggregation, planning models, client collaboration, and financial data management. It can incorporate...

Pros

More complete financial planning environment than Proformex
Combines planning, aggregation, workflows, and client portals
Suitable for larger advisory firms with comprehensive planning practices

Cons

Less focused on detailed life-policy monitoring
Insurance workflows are not its primary strength
Typically requires more implementation and training than Proformex

N/A

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Empower Personal Dashboard

Empower

Empower Personal Dashboard is a free financial-tracking service for monitoring spending, investments, net worth, and cash flow. It is particularly useful for...

Pros

Free account aggregation and net-worth monitoring
Stronger investment and retirement views than Bootstrap Money
Cash-flow and spending dashboards provide useful financial context

Cons

Budgeting controls are less comprehensive than YNAB's
Personalized advisory outreach may be unwanted by some users
Less focused on step-by-step financial education than Bootstrap Money

Free

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Asset-Map

Asset-Map, Inc.

Asset-Map is a visual planning platform for financial advisors that organizes a client's assets, liabilities, income, protection, and insurance coverage. Its household-level...

Pros

More visual and client-friendly than Proformex
Covers insurance alongside the rest of a client's financial picture
Faster for creating household-level coverage inventories

Cons

Does not provide the same depth of in-force policy monitoring as Proformex
Limited carrier-level policy data automation
Less suitable for detailed policy performance analysis

N/A

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MoneyGuide

Envestnet

MoneyGuide is financial-planning software that models retirement goals, investment risk, and portfolio scenarios. It serves financial advisers who need a broader planning...

Pros

Adds retirement and goal planning beyond MarketPsych's assessments
Models trade-offs between goals, risk, and portfolio outcomes
Supports structured adviser-client planning conversations

Cons

Much broader and more complex than a focused psychology test
Behavioral-bias analysis is less central than in MarketPsych
Not aimed at casual individual investors

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