Technology
Holistiplan
Last fetched
Holistiplan is a technology in WhisperGraph's PredictLeads-derived TECHNOLOGY corpus, categorized under accounting and finance, with a published adopter count of 299 hostnames.
Profile
- Category
- accounting and finance
- Broader grouping
- accounting and finance
- Published adopter count
- 299
- Vendor
- holistiplan.com
Holistiplan is tax planning software designed for financial advisors to analyze and develop tax strategies for their clients. It uses optical character recognition technology to quickly process tax returns and generates customized, white-labeled reports that identify key tax planning opportunities to support comprehensive tax advice.
Vendor site: https://www.holistiplan.com/
Sample adopters
20 hostnames WhisperGraph observed running Holistiplan, a sample of the 299 published adopters.
- work180.com.au
- bravera.bank
- cim.ca
- andsimple.co
- abacuswealth.com
- abarisfinancialgroup.com
- acordsolutions.com
- advisortalentsolutions.com
- aesplacement.com
- albionfinancial.com
- alleghenyfinancial.com
- allworthfinancial.com
- alphacore.com
- ameriprise.com
- amgplanning.com
- amgwealthadvisors.com
- annexwealth.com
- aon.com
- apellawealth.com
- apollonwealthmanagement.com
Related pages
Pivot from Holistiplan into its category and the vendor behind it.
Queries
Resolves the slug's technology-name candidate(s) and projects the winner's fields.
MATCH (t:TECHNOLOGY)
WHERE t.name =~ $pattern
WITH t ORDER BY t.adopterCount DESC, t.name ASC
WITH collect(t)[0] AS winner, count(t) AS candidates
RETURN winner.name AS name,
winner.description AS description,
winner.category AS category,
winner.parentCategories AS parentCategories,
winner.adopterCount AS adopterCount,
winner.url AS url,
winner.vendorApex AS vendorApex,
candidatesOr query Whisper from your own LLM workflow via the Whisper MCP server.