Holistiplan Partners with Seeds Investor to Help Advisors Deliver Purposeful and Personalized Planning

Partnership will afford financial professionals easy access to Holistiplan’s award-winning software, helping individuals and families optimize their financial and tax situations

Holistiplan, the #1 tax planning software for financial advisors, announced a new partnership with Seeds Investor (“Seeds”), a B2B software that empowers advisors to deliver customized portfolios tailored to investors’ unique goals, behaviors, and values.

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“Advisors are increasingly recognizing the need to create a more engaging experience around investing—one that goes beyond the typical talking points”

Holistiplan has successfully automated and streamlined the process of reviewing a client’s tax return to find potential planning opportunities. Through this partnership, effective immediately, Seeds clients will receive discounted access to Holistiplan’s premium subscription. This will unlock various invaluable features, including the ability to run multiple “what-if” scenarios, autogenerate tax prep letters, and more.

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“We couldn’t be more excited to partner with Seeds,” says Torie Happe, Head of Partnerships. “Their uncanny ability to match the client goals with their values is the future direction of our industry. The Holistiplan team looks forward to expanding this partnership and growing our relationship with Zach and the entire Seeds team.”

“Advisors are increasingly recognizing the need to create a more engaging experience around investing—one that goes beyond the typical talking points,” says Zach Conway, founder and CEO. “Holistiplan and Seeds share the distinction of being solutions created for advisors by advisors, which lends a deep understanding of the financial planning process and the opportunities to create deeper engagement with clients throughout.”

Since launching in summer of 2019, Holistiplan has added over 13,000 users from across the country. Founders Kevin Lozer and Roger Pine attribute the firm’s rapid growth and profitability not only to the strength of its offering but also the loyal and engaged nature of its advisor community. Holistiplan has already been voted the #1 tax planning software for advisors in both the 2022 and 2021 T3/Inside Information Software Survey reports and the 2021 Kitces Research Technology Study.

Seeds Investor empowers financial advisors to deliver a more meaningful investing experience. It provides the technology and tools to engage with investors on their values and wealth goals and connect them to customized investment solutions. Seeds offers a personalized process for advisors to know, invest in, and engage around the issues that matter most to clients and prospects.

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