Top Holistiplan Alternatives, Competitors & Similar Software

Tax Practice Management Software

Developer of a SaaS technology platform designed to help banking customers activate financial services products for their new clients. The company's platform allows creating email and SMS reminders instantly that drive to personalized, digital journeys which educate and motivate customers and members to take action, enabling banks and credit unions to turn account holders into engaged and profitable relationships by making it easy to adopt account-related services.

Tax Practice Management Software

CredCore is a technology company that helps CFOs in North America manage complex large-scale debt lifecycle. It simplifies, modernizes enterprise debt investing and management by combining domain-specific AI technology and debt experts.

Tax Practice Management Software

Developer of a cloud-based sales and client communications software designed to improve the way institutional investment management firms communicate with their clients. The company's software integrates data from multiple sources and generates information such as fact sheets, pitch books, database input, client presentations and client reports, enabling institutional asset managers to build trust with clients and consultants.

Tax Practice Management Software

Developer of software testing automation tools designed to offer software development verification service. The company's software testing automation tools helps to perform testing processes, including programs source code analysis, test case generation, testing execution and test result analysis, enabling automobile, nuclear, defense, railway and finance fields to offer safer world based on unrivaled technology in software testing.

Tax Practice Management Software

Provider of cost-conscious, professional tax-preparation software solutions, enabling tax preparers to maximize revenue and increase client satisfaction

Tax Practice Management Software

Peach Finance is a SaaS company that provides a loan servicing solutions for lenders.

Tax Practice Management Software

Developer of a lifecycle management platform designed to provide a fast and cost-effective way of replacing investment funds. The company's platform streamlines and automates the Actively Managed Certificates value chain that is presently manual and offers a shared services platform for asset managers and issuers, enabling clients to take advantage of mutual funds at lower costs, faster time-to-market and fewer legal or regulatory requirements.

Tax Practice Management Software

An intelligent trading system for institutional investors, specializing in multi-asset order and execution management systems.

Tax Practice Management Software

The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life. Insurance is often the most disconnected. Trellis is a fully remote insurtech start-up that builds industry-leading solutions that make insurance easy for everyone, from consumers to partners to insurers. We help financial institutions, fintechs, and other innovative companies to engage users across a broader set of financial needs and goals while diversifying revenue through embedded insurance. Some of our partners include Rocket Money (formerly Truebill), Acorns, and Albert, among dozens of other innovative companies. We help insurers reach more of their target customers by utilizing cost-effective embedded insurance distribution channels in the leading apps and websites that consumers are already using. We meet the consumers where they are and help them find the right personal insurance that meets their needs. Our products simplify insurance by: - Enabling consumers to easily link their existing insurance account information using just their username and password - Providing more comprehensive and up-to-date consumer information than traditional prefill solutions while keeping consumer data safe and private - Equipping our partners with a best-in-class insurance marketplace, with 150+ insurers, “apples-to-apples” coverage comparison, and online binding available today - Complementing the digital experience with real human guidance from nationally-licensed insurance agents - Offering a flexible implementation approach from simple white-labeled landing pages to robust API integrations Trellis is backed by multiple top venture capital investors, including QED (Credit Karma, SoFi), General Catalyst (Airbnb, Stripe), Nyca (Acorns, Revolut), as well as Amex Ventures.

Tax Practice Management Software

From construction workers to barbers, mechanics to restaurant owners, NorthOne was built to solve big problems for the small businesses on main streets across America. By connecting all the dots of the financial back office, we can transform the bank account from a basic utility to a financial platform that gives our customers a greater shot at success. ▪️ Founded in 2016 by Eytan Bensoussan and Justin Adler ▪️ Trusted by 320,000+ small businesses ▪️ 50+ employees strong & counting ▪️ $90.3 million raised with investors including Battery Ventures, Don Griffith, Drew Brees, Ferst Capital Partners, FinTLV, Next Play Capital, Operator Stack, Redpoint Ventures, Ruby Ventures, Tencent, and Tom Williams If you're interested in joining the NorthOne team, please apply directly through our careers page at https://boards.greenhouse.io/northone NorthOne is a financial technology company, not a bank. Banking services provided by The Bancorp Bank, N.A., Member FDIC.

Tax Practice Management Software

Developer of financial software. The company develops an open source platform for financial regulation allowing banks and other financial institutions to comply with global regulations in relation to their capital adequacy, liquidity and leverage requirements.

Tax Practice Management Software

Suvit enables Tax Professionals to streamline their work by helping them manage their clerical work better with accounting automation through data entry automation, bank reconciliation, invoice generation, financial reporting, tax compliance, and document management. Accountants can reduce their manual work, increase accuracy and drive smarter decisions to acquire more clients while saving time. To help the Accounting industry, Suvit has built a one-stop solution for Tax professionals to manage their client's finance efficiently. Our product seamlessly integrates with Tally and Vyapar. We have processed over 135+ million transactions till date, and the number is still increasing! We've helped tax professionals save more than 1.3 million hours altogether. Suvit boasts 18.5k+ registered users, and more are joining us every day! We're a team of visionary, driven and persistent people. We want to reinstitute India's accounting as the source of global economic practices.

Tax Practice Management Software

Suvit enables Tax Professionals to streamline their work by helping them manage their clerical work better with accounting automation through data entry automation, bank reconciliation, invoice generation, financial reporting, tax compliance, and document management. Accountants can reduce their manual work, increase accuracy and drive smarter decisions to acquire more clients while saving time. To help the Accounting industry, Suvit has built a one-stop solution for Tax professionals to manage their client's finance efficiently. Our product seamlessly integrates with Tally and Vyapar. We have processed over 135+ million transactions till date, and the number is still increasing! We've helped tax professionals save more than 1.3 million hours altogether. Suvit boasts 18.5k+ registered users, and more are joining us every day! We're a team of visionary, driven and persistent people. We want to reinstitute India's accounting as the source of global economic practices.

Tax Practice Management Software

Developer of a cloud-based enterprise software for banks and credit unions. The company's platform is a customer-centric outer core ecosystem built in the cloud that gives banks and credit unions the flexibility to innovate using modern technology, enabling them to own their brand throughout the entire customer lifecycle.

Tax Practice Management Software

Zypl.ai is a technology company that develops artificial intelligence–based solutions for the financial sector. The company focuses on optimizing credit scoring for financial institutions using synthetic data and offers advanced technologies for data analysis and process automation.

Tax Practice Management Software

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Tax Practice Management Software

Credit Key is the leading provider of flexible, buy now pay later payments for B2B transactions. Hundreds of organizations rely on Credit Key to offer their business customers greater access to capital, faster approvals, and extended payment terms using embedded financing. With instant credit decisions at the point of sale across all buying channels, merchant partners can meet the rising demands of modern B2B buyers by providing a streamlined, omnichannel experience for all of their customer segments—from sole proprietorships to enterprise brands. Customers can enjoy payment options from net 30 terms up to 12 months, while we assume 100% of the payment risk. We pay our merchant partners within 48 hours. Our solution is proven to boost revenue for merchants, while enabling borrowers to better manage cash flow and grow their business. Credit Key is revolutionizing the traditionally long and cumbersome business financing process. Our innovative solutions are designed to drive business growth for merchant partners and customers alike. Learn more at www.creditkey.com.

Tax Practice Management Software

Developer of a workflow management and data analytics platform intended to enhance productivity in the public capital markets. The company's SaaS-based platform incorporates client feedback into an integrated roadmap, enabling banks, asset managers and broker dealers to gather insights on data and analyze it properly.

Tax Practice Management Software

Micra is a consultancy that offers tailor-made software solutions, mobile apps, finance, and SaaS for healthcare and banking sectors.

Tax Practice Management Software

Noetica is an AI-powered software platform that assists dealmakers in benchmarking corporate loan transactions. It focuses on extracting knowledge from complex financial documents and provides stakeholders with efficient access to analyzed contract data.