Holistiplan tax planning technology is now available to LPL Financial Advisors

Award-winning technology offers financial professionals the opportunity to add significant value to financial planning and reporting

COLLEGE STATION, Texas, November 17, 2022 /PRNewswire/ — Holistiplan, the industry-leading tax planning software for financial advisors, today announced a partnership with LPL Financial. As part of LPL’s Provider Affinity Program, Holistiplan will now provide LPL’s nearly 21,000 financial advisors with discounted access to their platform as well as ongoing education and best practices. Holistiplan software was created to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities.

Holistic logo

Holistic logo

LPL makes Holistiplan’s award-winning tax planning technology available to independent financial advisors


“We are thrilled to announce that LPL Financial has selected Holistiplan as a tool to help their advisors deliver streamlined tax services,” he said. Roger Pino, CFP®, CEO and co-founder of Holistiplan. “Our technology will enable consultants new to tax planning and tax planning experts alike to have better conversations with their clients and deliver value to all of their clients quickly, consistently and efficiently.”

“We believe comprehensive wealth management planning includes tax planning,” said LPL’s executive vice president of Wealth Management Solutions, Robert Petman. “Providing state-of-the-art tools like Holistiplan helps advisors differentiate their tax offering. We see this access to Holistiplan’s software as a first step in helping advisors better plan for their clients’ needs. The platform’s automated processes should also offer advisors more time to focus on building comprehensive wealth management plans for their clients.”

“Partnering with LPL Financial furthers our mission to provide tax planning solutions to more advisers that benefit more families,” he said. Kevin Loser, CFP®, Chief Strategy Officer and co-founder of Holistiplan. “We are honored to be one of the select technology tools that LPL offers its consultants.”

Since launch in July 2019, Holistiplan has added over 13,000 users from all over the country. Founders Lozer and Pine credit their rapid growth to the loyalty and valuable feedback of their community of subscriber advisors. Holistiplan has already been voted the No. 1 tax planning software. 1 for consultants in the 2021 and 2022 T3/Inside Information Software Survey reports and the 2021 Kitces Research Technology Study.


Holistiplan is award-winning tax planning software for financial planners and investment advisors created to systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. Holistiplan was created by the co-founders Roger PinoCFA®, CFP® and Kevin Loser, CFP®, who designed this software to achieve what have historically been two competing goals in the financial services profession: speed up the financial planning process for advisors and improve it for every client. Holistiplan uses optical character recognition (OCR) to read uploaded tax returns and generate client-ready reports that uncover potential financial planning opportunities through an algorithmic program. Financial professionals can then run various scenarios to determine future results. Both Pine and Lozer were financial advisors at independent financial advisory firms before starting Holistiplan, which gives them great insight into what advisors need. Find out more at www.holistiplan.com.


LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, not the other way around. Today, LPL is a leader in the markets it serves,* supporting nearly 21,000 financial advisors and approximately 1,100 institution-based investment programs and approximately 500 independent RIA firms nationwide. LPL is steadfast in its commitment to the advisor-centered model and in the belief that Americans deserve access to the personalized guidance of a financial advisor. At LPL, independence means that consultants have the freedom they deserve to choose the business model, services and technology resources that allow them to run their perfect practice, and have the freedom to manage client relationships because they know best. their customers. Simply put, LPL cares about consultants, so they can care about their clients. Learn more at lpl.com.

*Top RIA Keeper (Cerulli Associates, 2020 US RIA Marketplace Report); No. 1 independent broker-dealer in the US (based on total revenues, Financial Planning magazine 1996-2022); among third-party suppliers of intermediation services to banks and credit unions, no. 1 in AUM growth from financial institutions; No. 1 in market share of AUM from financial institutions; No. 1 in financial institution revenue market share; No. 1 on market share of financial institutions; No. 1 on the share of consultants. (Kehrer Bielan Research & Consulting Annual TPM Report 2021-2022). Fortune 500 starting at June 2021.

LPL and its affiliates provide financial services only from the United States.

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Grace Vogelzang or Dori Thomas
Impact Communications, Inc.
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