Holistiplan vs FP Alpha
Only facts from each vendor's own pages. Integrations both list: Redtail, Wealthbox.
Holistiplan | FP Alpha | |
|---|---|---|
| What it does | Reads client tax returns to build tax-planning reports, plus estate and insurance planning. ↗ holistiplan.com | AI that 'reads' client financial documents (tax returns, estate documents, insurance policies), summarizes key data and flags planning opportunities. ↗ fpalpha.com |
| Pricing | Annual, tiered by households. Basic Tax from $749/yr (30 HH) to $11,049/yr (750 HH). Premium Tax from $1,499/yr (30 HH). ↗ holistiplan.com/pricing | All-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits). ↗ fpalpha.com/pricing |
| Integrations | Redtail, Wealthbox, Nitrogen, Asset-Map | Redtail, Wealthbox, Salesforce, eMoney |
| Security claims | SOC 2 Type II; MFA | None found |
| Our take | Its referral program pays existing customers a $200 gift card per new customer. It's for customers, not an affiliate program for publishers. | Prices some modules with credits. Estimate your volume before you buy. |
| Visit Holistiplan | Visit FP Alpha |
We don't declare a winner without evidence. Pick based on your CRM, budget and your CCO's view of the security claims.