Holistiplan is built to make financial advisors radically more efficient. Tax returns reviews that would take 40 minutes can be completed in mere seconds.

Information Technology

Services

Holistiplan

Holistiplan's headquarters in College Station, TX, United States

Roger Pine

Andrew Young

Ben Birken

Meaghan Dowd CAPI

Janay Robinson

Isabela Ramos

Kathleen Kaag

Andrew Herman

Frank Marrone

Torie Happe

Scott Pittman

Matthew Buser

Dana S.

The Engineering Team at Holistiplan is responsible for designing and developing innovative software solutions that streamline the review of tax returns for financial advisors. Utilizing technologies such as Django and cloud infrastructure, they enhance system efficiency and reliability, enabling quick data processing to significantly reduce the time advisors spend on reviews. Together, they ensure that Holistiplan remains at the forefront of financial technology, optimizing workflows and enhancing client service.

Engineering Team

This department focuses on analyzing and interpreting data to support operational decisions and insights.

Data Analysis

This department focuses on generating revenue through client acquisition and relationship management.

Sales Department

This department provides assistance and solutions to customer inquiries and issues.

Customer Support

This department focuses on driving revenue growth through sales strategies and effective marketing initiatives.

Sales and Marketing

This department focuses on ensuring customer satisfaction and positive relationships throughout the customer journey.

Holistiplan

Org chart

Teams

Engineering Team

Data Analysis

Sales Department

Customer Support

Sales and Marketing

Customer Success

Offices

Holistiplan

Org chart

Teams

Engineering Team

Data Analysis

Sales Department

Customer Support

Sales and Marketing

Customer Success

Offices

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