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.

Check out Holistiplan’s Webinar Series “Hidden in Plain Sight” here.

Hidden in Plain Sight

The growth engine hiding in your client files

There’s one document in your client relationship that consistently reveals new opportunities: the tax return. Most advisors overlook it, but that’s exactly where some of your best 2026 growth is hiding.

This October, we’re offering Great Valley Advisor Group an exclusive two-week live workshop series designed to help you turn client tax returns into a repeatable growth engine. This is not theory. It’s a clear, proven process you can start using immediately without adding busywork to your week.

Join us Wednesday’s in October at 2:00 PM ET for a focused, 45-minute session that builds on the last:

October 14th:

  • The Ask That Unlocks Hidden AUM
  • Turn a Tax Return into an Organized Household

October 21st:

  • Spotting Opportunities in the Tax Report
  • Wowing Clients with Trust-Building Conversations

Bonus for Great Valley Advisors, when you register and start a free trial, you can receive an extended free trial until the end of October, so you can follow along and implement what you learn in real time.

Register Now

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:

  • GVA Advisors receive 15% off Holistiplan’s Premium Packages year over year

  • Payment is made directly with Holistiplan through a custom GVA landing page.

  • The discount is pre-applied, making the sign-up process seamless

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

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