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Holistiplan

Holistiplan

Holistiplan provides software that helps financial advisors and CPAs analyze tax returns, insurance policies, and estate documents for their clients. The platform uses optical character recognition to extract data from financial documents and generate tax projections, scenario analyses, and recommendations for strategies such as Roth conversions and charitable giving. UpGuard continuously monitors the security posture of Holistiplan using open-source, commercial, and proprietary threat intelligence feeds. Our analysis is centered on objective, externally verifiable information.
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Holistiplan Security Rating

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Holistiplan's security rating is based on the analysis of their external attack surface. The higher the rating, the better their security posture. Start a free trial to get a more in-depth risk assessment for Holistiplan.

Company info

Holistiplan
Company
Holistiplan
Employees
Location
Texas, United States
CEO
Roger Pine
Last updated
Last updated
Industries
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Holistiplan Vendor Risk Report

This vendor risk report is based on UpGuard’s continuous monitoring of Holistiplan's security posture using open-source, commercial, and proprietary threat intelligence feeds. The results are summarized into a security rating based on the analysis of hundreds of individual checks across five risk categories: website security, email security, phishing & malware, brand & reputation risk, and network security.

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Holistiplan Data Breaches, Cybersecurity Incidents and News

Security incidents, news, and data leaks relating to Holistiplan.

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