Great Valley Advisor Group is thrilled to announce a new partnership with Holistiplan, Inc., the industry-leading tax planning software built specifically for financial advisors. This collaboration reflects GVA’s ongoing commitment to providing our advisors with best-in-class technology, tools, and resources that drive growth and success.
Why Holistiplan?
Holistiplan automates the tax analysis and planning process, allowing advisors to quickly upload client tax returns, identify key planning opportunities, and present insights in an easy-to-understand format. The platform saves time, reduces manual review, and elevates the quality of advice advisors deliver every day.
Exclusive GVA Advisor Benefits
As part of our partnership:
This exclusive offer ensures that GVA advisors can integrate advanced tax planning capabilities into their practice at a reduced, ongoing rate — further enhancing the value and sophistication of their client relationships.
Getting Started
To take advantage of this partnership and activate your Holistiplan discount, CLICK HERE to visit the custom GVA x Holistiplan landing page.
Questions? Would you like to chat with a representative before signing up for your free 7-day trial?
Email: partnerships@holistiplan.com
