Honest comparison
Holistiplan vs WealthScan
Automated tax-return analysis for advisors. Here's an honest look at where each platform shines and how to decide.
What Holistiplan is
Holistiplan parses client tax returns and surfaces planning opportunities for the advisor.
Where Holistiplan shines
- Best-in-class 1040 parsing and observation engine.
- Fast tax-planning letter generation.
- Beloved by tax-aware advisors.
Best for: Advisors who run tax-planning conversations from client 1040s.
Where WealthScan is different
- WealthScan brings the CPA into the same workspace as the advisor and attorney — not just the return data.
- Documents live in a household-owned vault the client controls.
- Conversation, not just extraction — the fact-finder asks the right follow-ups.
WealthScan is the coordinated command center for a household and its triad of pros — advisor, CPA, and estate attorney working from a single source of truth. See how it works.
FAQ
Does WealthScan replace Holistiplan?
Different jobs. Holistiplan is a 1040 analysis engine. WealthScan is the coordinated workspace where the CPA, advisor, and attorney act on the insights together with the household.
Try WealthScan free
Clients are free, forever. Pros start at a flat per-seat price — no enterprise contract required.