Full Circle: XYPN + Holistiplan Partner to Power Tax Planning

We’ve got BIG news, and we couldn’t be more excited to share it. 🎉

XYPN has officially partnered with Holistiplan, the tax planning software built for financial planners, to bring XYPN members an all-new included member benefit.

This isn’t just another piece of software. It’s a powerful value add designed to help firms serve clients better and deliver more value. And the story of how we got here is pretty special.

From Startup Spark to Cornerstone Solution

It all started with an idea, a demo, and a big win.

Back in 2019, a then-brand-new software called Holistiplan took the stage at XYPN LIVE’s FinTech Competition (or better known as XYPN’s AdviceTech Expo). The creators, two CFP®s with a vision, pitched a tool that could crack open tax returns, summarize the key details, and give advisors the leverage to deliver next-level planning conversations without drowning in spreadsheets.

Spoiler: they won.

That moment was more than just an award. It was the spark of something bigger, a relationship between XYPN advisors hungry for better planning tools and a startup determined to build them. In the years since, XYPN members became some of Holistiplan’s earliest and most loyal users. Their feedback shaped the software. Their practices proved their power. And their success fueled Holistiplan’s rapid growth into the go-to tax planning software for more than 8,000 firms nationwide.

Today, we’re closing that loop.

Holistiplan is now officially included as a member benefit for all 2,100+ members of the Network.

Why This Matters

At XYPN, our mission has always been clear: help fee-only advisors build the firm of their dreams while serving clients at the highest level. And if there’s one thing the research (and our members) have told us, it’s this: the biggest driver of revenue productivity is going deeper into the advice that changes clients’ lives.

That’s where Holistiplan shines.

With automated tax analysis, clear client-ready outputs, and tools that make proactive tax planning scalable, advisors can:

• Spot planning opportunities that might otherwise stay hidden
• Elevate conversations beyond “What’s in your portfolio?”
• Free up hours to focus on relationships and growth

“We realized that including tax planning software as an XYPN member benefit was critical to our mission to help members run better advisory businesses and serve their clients at the highest level. Ensuring that every XYPN member has access to Holistiplan supports that mission in a meaningful way.”

Michael Kitces

XYPN Co-Founder

Welcome to the Next Chapter

Looking back, it’s hard not to smile at the full-circle moment. A startup software company launched its story on the XYPN stage. XYPN advisors believed in the vision. And now, years later, Holistiplan is returning to that stage, not as a contestant, but as a cornerstone of XYPN membership.

Together, we’re equipping every XYPN firm to bring proactive, powerful tax planning into the heart of financial advice. Because that’s what clients deserve. And that’s how advisors thrive.

👉 Welcome to the next chapter of XYPN + Holistiplan.