Holistiplan | WebDisclosure

Basculer en Français

8396	Companies
122097	Keywords
60577	Articles
65553	Press releases

Home
Companies
Holistiplan

BRIEF

published on 10/23/2024 at 16:35, 1 month 29 days ago

Holistiplan's Innovative 2025 Launch: Transforming Estate Planning

Asset Management Financial Advisors Estate Planning Mass Affluent Client Insights
BRIEF

published on 10/23/2024 at 16:35, 1 month 29 days ago

Lancement innovant d'Holistiplan en 2025 : transformer la planification successorale

Gestion D'actifs Conseillers Financiers Planification Successorale Masse Aisée Informations Sur Les Clients
PRESS RELEASE

published on 10/23/2024 at 16:30, 1 month 29 days ago

Unlocking Estate Planning for the Mass Affluent: Holistiplan's Groundbreaking 2025 Launch
Holistiplan to launch Estate Module in 2025, revolutionizing estate planning for advisors. Streamlined tools, actionable insights, and visuals for mass affluent market

Financial Advisors Holistiplan Mass Affluent Estate Module Estate Planning Services
BRIEF

published on 09/09/2024 at 15:20, 3 months 12 days ago

Holistiplan Unveils Tax Report 2.0 with Enhanced Visualizations and Insights

Tax Report 2.0 Enhanced Visualizations Expanded Insights Improved Usability Tax Planning Software
BRIEF

published on 09/09/2024 at 15:20, 3 months 12 days ago

Holistiplan dévoile Tax Report 2.0 avec des visualisations et des informations améliorées

Rapport D'impôt 2.0 Visualisations Améliorées Perspectives Élargies Facilité D'utilisation Améliorée Logiciel De Planification Fiscale
PRESS RELEASE

published on 09/09/2024 at 15:15, 3 months 12 days ago

Holistiplan, the Market Leader in Tax Planning Software, Unveils Tax Report 2.0 With Next-Level Visualizations and Enhanced Insights
Holistiplan launches Tax Report 2.0 with enhanced visuals and expanded insights, improving tax planning for advisors and clients. Register for the webinar to see it in action

Financial Advisors Holistiplan Tax Report 2.0 Tax Planning Enhanced Visuals
BRIEF

published on 05/30/2024 at 15:05, 6 months 22 days ago

Holistiplan Establishes First Endowed Scholarship for Texas A&M Financial Planning Program

Financial Planning Diversity Scholarship Holistiplan Texas A&M
BRIEF

published on 05/30/2024 at 15:05, 6 months 22 days ago

Holistiplan crée la première bourse d'études pour le programme de planification financière Texas A&M

Bourse Planification Financière Diversité Texas A&M Plan Holistique
PRESS RELEASE

published on 05/30/2024 at 15:00, 6 months 22 days ago

Holistiplan Establishes First Endowed Scholarship for Texas A&M Financial Planning Program by a Technology Partner
Holistiplan establishes endowed scholarship with Texas A&M University's Financial Planning Program, emphasizing diversity and education for future advisors

Financial Planning Diversity Holistiplan Endowed Scholarship Texas A&M University

Accesswire

Published on 12/21/2024 at 01:30, 18 hours 7 minutes ago

Quantum Biopharma Announces Closing of Second Tranche
Published on 12/21/2024 at 01:30, 18 hours 7 minutes ago

iMetal Resources Closes First Tranche of Previously Announced Non-Brokered Private Placement
Published on 12/21/2024 at 00:05, 19 hours 32 minutes ago

Chloeta Awarded GSA OASIS+ IDIQ Contract for Intelligence, Federal Civilian and Defense Support Services
Published on 12/21/2024 at 00:00, 19 hours 37 minutes ago

Amarc Announces Loan Extension
Published on 12/20/2024 at 23:30, 20 hours 7 minutes ago

Boron One Announces Extension to Early Warrant Exercise Incentive Program

View all ACCESSWIRE

EQS Group

Published on 12/21/2024 at 00:51, 18 hours 45 minutes ago

Acquisition of PSI Transcom GmbH by CHAPTERS platform Altamount Software GmbH
Published on 12/21/2024 at 00:45, 18 hours 51 minutes ago

EQS-Adhoc: PSI sells the Mobility business unit
Published on 12/20/2024 at 19:10, 1 day ago

Funding Circle Plc: POS-Transaction in Own Shares
Published on 12/20/2024 at 18:56, 1 day ago

CPI PROPERTY GROUP – Progress on Key Initiatives
Published on 12/20/2024 at 18:00, 1 day 1 hour ago

ARYZTA AG Announces New Board Technology Committee

Les Echos

Published on 12/21/2024 at 12:17, 7 hours 19 minutes ago

AXA annonce la signature d’un accord relatif à la vente d'AXA Investment Managers à BNP Paribas
Published on 12/21/2024 at 12:17, 7 hours 19 minutes ago

AXA announces the signing of a share purchase agreement with BNP Paribas relating to the sale of AXA IM
Published on 12/20/2024 at 18:00, 1 day 1 hour ago

Kapitaalverhoging door uitoefening van inschrijvingsrechten
Published on 12/20/2024 at 18:00, 1 day 1 hour ago

Capital increase through exercise of subscription rights
Published on 12/20/2024 at 17:55, 1 day 1 hour ago

Déclaration des transactions sur actions propres réalisées du 16/12/2024 au 20/12/2024

View all LES ECHOS COMFI WIRE