Software that connects to Holistiplan

The rule: every tool we list that names a live connection to Holistiplan, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Holistiplan

3

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Names Holistiplan, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 7Redtail integrations directory (partner panel)	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Data moves with Holistiplan; the vendor doesn't say which way Direction not stated: information for tax return analysis	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Quivr	Names Holistiplan, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6Quivr integrations page (custom-engineered integrations)	$250 a month for one person Connection cost: not stated on the Quivr pages we read (Oct 7).

AI tools that connect to Holistiplan

5

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Zocks	Takes data from Holistiplan Data in: tax data and insights	Checked on the vendor's site · Oct 13Zocks integrations page	$67 a month for one person Connection cost: not checked yet.
Jump	Takes data from Holistiplan Data in: tax insights for pre-meeting prep	Checked on the vendor's site · Oct 13Jump integrations page	$100 a month for one person Connection cost: not checked yet.
Quin	Takes data from and sends data to Holistiplan Data in: tax planning records looked up Data out: tax planning records created and updated	Checked on the vendor's site · Oct 13Quin integrations page	Priced by a slider of admin hours a month for unlimited users, so it is not a per-person price. Connection cost: not checked yet.
Mili	Takes data from Holistiplan Data in: tax details, read-only	Checked on the vendor's site · Oct 13Mili integrations: Holistiplan	No price found Connection cost: not checked yet.
PitCrew	Names Holistiplan, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.