HOLISTIPLAN
Holistiplan provides tax planning and analysis software for financial advisors, enabling them to upload client tax returns, automatically extract key data, and generate planning insights and reports to support advisory conversations and ongoing financial planning services.
- Wealth & Investment Software
- Revenue
- $6.0M
- Employees
- 35
- Founded
- 2019
- Headquarters
- Bryn Mawr, United States of America
What 12 Arbolus experts think of HOLISTIPLAN
NPS distribution is concentrated at the top end, with 60% of experts giving scores of 9 or 10, and the remainder providing moderate scores (6, 7, or 8), indicating high satisfaction. Renewal intent is universally positive among those who responded, with all high spenders indicating intent to renew. Stickiness is demonstrated by majority (80%) using HOLISTIPLAN for more than one year, and pilot programs also report positive sentiment. The central themes are solution maturity, long-term adoption, and measurable workflow impact.Overall Customer Sentiment: Positive
Who reviewed HOLISTIPLAN
- C-Suite 75% (9)
- Director 25% (3)
Employer names and spend open once the report publishes.
Tell us when the HOLISTIPLAN report publishes.
We'll email you once the full customer report is ready, with employer names, spend and every written answer. No account needed.
Sentiment
50 Net Promoter Score, from 12 scored reviews- Promoters 8
- Passives 2
- Detractors 2
Cumulative NPS by month
-1 over 5 months- Jul 10
- Jun 8
- Jul 8
- Aug 9
- Sep 9
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 50 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 100%Plan to renew, by seniority
- 100% 1 answer
- 100% 2 answers
- 9/10 Average score from customers who will renew
More in Data & Analytics
Other companies in Data & Analytics with a customer report.
For people who use HOLISTIPLAN
Do you use HOLISTIPLAN at work?
Share your software review and get matched to paid projects. Arbolus pays you every time a client reads your review.
- 12 customers of HOLISTIPLAN have already contributed
Takes a few minutes. Your identity stays anonymous.