Most similar firms
Match: across Holistic Planning's categories, the same tool counts in full and a different tool in the same category counts a quarter.
Uptick Partners, LLC
Nacogdoches, TX
100%match
They also use: NetX360 (Pershing)
Both use: Altruist
Both use: Altruist, Charles Schwab
Both use: Altruist, Charles Schwab
Both use: Altruist, Charles Schwab
Both use: Altruist, Charles Schwab
By category
How common Holistic Planning's tools are across the other 9293 RIAs on Advicer, and what they use most.
| Category | Holistic Planning uses | Most used |
|---|---|---|
| Custodial Platform 5683 of 9293 firms All 7,345 wealth managers filing with the SEC: Schwab 66% · Fidelity 25% · Pershing 7% · LPL Financial 4%. Market share → | Charles Schwab · 3969 firms (43%) Altruist · 463 firms (5%) | Charles Schwab · 3969 · 3.0/5 Wealthscape (Fidelity) · 1208 · 3.0/5 Altruist · 463 · 4.0/5 |
| Financial Planning 2508 of 9293 firms | — | eMoney · 1413 · 2.0/5 RightCapital (Right Capital) · 915 · 3.0/5 Envestnet MoneyGuide · 213 · 1.0/5 |
| Planning Light 723 of 9293 firms | — | Advyzon · 711 Retirement Analyzer · 10 ProjectionLab · 1 |
| E-Signature 58 of 9293 firms | — | Adobe Sign · 38 DocuSign · 18 RightSignature · 2 |
| CRM 1526 of 9293 firms | HolisticOS™ · 1 firm (0%) | SS&C Black Diamond · 584 Envestnet Tamarac · 456 HubSpot · 451 |
| Performance Reporting 161 of 9293 firms | — | Addepar · 155 AssetBook · 6 |
| Client Portal 28 of 9293 firms | — | Circle Black · 10 Fynancial · 9 Kubera · 5 |
| Client File Sharing 475 of 9293 firms | — | ShareFile · 267 Box · 119 Dropbox · 65 |
| Portfolio Management 1100 of 9293 firms | — | Orion · 878 · 3.0/5 Blueleaf · 78 Envestnet · 65 |
| Trading/Rebalancing 5 of 9293 firms | — | iRebal · 3 LifeYield · 1 |
| Tax Planning 94 of 9293 firms | — | Holistiplan · 34 · 4.0/5 ProConnect · 34 Wealth.com · 28 |
| Communications Archiving/Monitoring 19 of 9293 firms | — | Greenboard · 6 Global Relay · 3 Smarsh · 3 |
| Investment Data/Analytics 61 of 9293 firms | — | Morningstar · 35 YCharts · 9 · 5.0/5 Kwanti · 8 · 3.5/5 |
| Account Aggregation 10 of 9293 firms | — | Plaid · 8 Arch · 1 Yodlee · 1 |
| Schedule Apps 2596 of 9293 firms | — | Calendly · 2241 Acuity Scheduling · 152 OnceHub · 136 |
| Retirement Planning 42 of 9293 firms | — | Income Lab · 33 · 4.0/5 Income Solver · 7 Nestimate · 2 |
| Advisory Fee Billing 112 of 9293 firms | — | AdvicePay · 108 BILL · 2 Harvest · 1 |
| Client Texting 43 of 9293 firms | — | CurrentClient · 36 · 5.0/5 MyRepChat · 7 |
| Cash Management/Budgeting 40 of 9293 firms | — | Flourish · 19 Monarch · 19 |
| Risk Tolerance 32 of 9293 firms | — | DataPoints · 8 Pocket Risk · 5 |
| Compliance 12 of 9293 firms | — | Claude for Financial Advisors · 8 · 3.0/5 SmartRIA · 2 Hadrius · 1 |
| Client Data Gathering 225 of 9293 firms | — | Jotform · 141 PreciseFP · 53 Asset-Map · 23 · 5.0/5 |
| Digital Marketing 813 of 9293 firms | — | Snappy Kraken · 498 Mailchimp · 190 AdvisorStream · 42 |
| Email Newsletters 5 of 9293 firms | — | Constant Contact · 3 Substack · 2 · 5.0/5 |
| Workflow Support 5 of 9293 firms | — | CanyonOps · 2 Hubly · 2 Trainual · 1 |
| Client Meeting Support 28 of 9293 firms | — | Jump · 22 Fathom · 2 Fireflies.ai · 1 |
| Education Planning 8 of 9293 firms | — | College Aid Pro · 5 PayForED · 1 |
| Estate Planning 19 of 9293 firms | — | Trust & Will · 8 Vanilla · 5 |
| Held-Away Assets 7 of 9293 firms | — | Pontera · 5 Plan Confidence · 2 Absolute Capital · 1 |
| Equity Compensation 5 of 9293 firms | — | StockOpter · 2 Grantd · 1 |
| Advisor Lead Gen 358 of 9293 firms | — | Fee-Only Network · 251 Wealthtender · 103 SmartAsset · 18 |
| Proposal Generation/Sales Enablement 258 of 9293 firms | — | Nitrogen · 242 · 4.0/5 Elements · 13 VRGL · 2 |
| Legacy Planning 15 of 9293 firms | — | Everplans · 14 Trusty · 1 |
| Advisor Data Warehousing 8 of 9293 firms | — | BridgeFT · 7 Dispatch · 1 |
| Health Insurance Planning 2 of 9293 firms | — | Healthpilot · 1 Waterlily · 1 |
| Advice Engagement 17 of 9293 firms | — | fpPathfinder · 13 · 5.0/5 Knudge · 3 Lydia · 1 |
| Business Intelligence/Metrics 2 of 9293 firms | — | AdvisorEconomics · 1 RIA Pulse · 1 |
| Prospecting 7 of 9293 firms | — | Wealthfeed · 7 Kanso · 1 · 5.0/5 Poseidon · 1 |
| Business Valuation 4 of 9293 firms | — | BizEquity · 3 Maus · 1 |
| AI Assistants/Agents 3 of 9293 firms | — | Moxo · 2 Quin · 1 |
| AI Platforms 10 of 9293 firms | — | Google Gemini · 3 · 4.0/5 Perplexity · 2 |
| Real Estate Planning 2 of 9293 firms | — | REWealth Reports · 1 Zilculator · 1 |
| Other Specialized Planning 3 of 9293 firms | — | Carefull · 1 |
| ESG/SRI 6 of 9293 firms | — | YourStake · 4 Ethos ESG · 2 |
| 401(k) Implementation 20 of 9293 firms | — | Vestwell · 8 Guideline · 6 Human Interest · 4 |
| Digital Onboarding 3 of 9293 firms | — | Feathery · 1 FusionIQ · 1 Marstone · 1 |
| Behavior Assessments 5 of 9293 firms | — | Money Quotient · 2 ROL Advisor · 2 knomee · 1 |
| Video Meetings & Messaging 128 of 9293 firms | — | Zoom · 127 Loom · 2 |
| Community Platforms 4 of 9293 firms | — | Skool · 3 · 5.0/5 Circle · 1 |
| Website Builders 3585 of 9293 firms | None listed · 39% of firms have one | Squarespace · 1793 Wix · 1318 Webflow · 474 |
| Password Management 6 of 9293 firms | — | 1Password · 5 Lastpass · 1 |
| Phone & VoIP 6 of 9293 firms | — | Zoom Phone · 6 |
| Email & Office Suites 95 of 9293 firms | — | Microsoft 365 · 89 Google Workspace · 6 |
| Team Chat & Collaboration 3 of 9293 firms | — | Slack · 3 |
| Project Management 6 of 9293 firms | — | Smartsheet · 3 Notion · 2 Monday.com · 1 |
| TAMP 34 of 9293 firms | — | GeoWealth · 20 |
| Other 5 of 9293 firms | — | Advisor Armor · 1 Bitwarden · 1 |
Service providers
The firms the other RIAs work with (marketing, compliance, tax, coaching…), and Holistic Planning's. Not part of the match score.
| Category | Holistic Planning uses | Most used |
|---|---|---|
| All-in-One Marketing 5 of 9293 firms | — | Fiduciary Check · 5 |
| Brand Design 2 of 9293 firms | — | Objective Brand · 1 |
| Website Design 98 of 9293 firms | — | Zephyr CMS · 66 Advisor Websites · 22 Advisor Designs · 8 |
| Outsourced Estate Document Preparation 5 of 9293 firms | — | Estate Guru · 2 Valur · 2 Estately · 1 |
| Outsourced Life Insurance/LTC/Annuities Solutions 15 of 9293 firms | — | LLIS · 6 Annuities Genius · 2 |
| Outsourced Medicare/Health Insurance Solutions 3 of 9293 firms | — | Move Health · 3 |
| Other Financial Planning-Related 3 of 9293 firms | — | YourCyber Life · 2 |
| Fractional CFO 2 of 9293 firms | — | |
| Recruiting 2 of 9293 firms | — | |
| Compliance Consulting 8 of 9293 firms | — | AdvisorAssist · 2 |
| Independent RIA Support 228 of 9293 firms | — | RIA Innovations · 1 tru Independence · 1 |
| Corporate RIA 6 of 9293 firms | — | Savvy Wealth · 2 AdviceOnly · 1 CGN Advisors · 1 |
| Continuing Education (CE) 4 of 9293 firms | — | Kitces.com · 3 · 5.0/5 NAPFA · 1 |
| Other 7 of 9293 firms | Holistic Tax Solutions · 1 firm (0%) | Advisor Law · 1 Alta Street · 1 |