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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Link the digital paths of your customers to personalized guidance. Enhance interactions through in-person consultations, phone calls, video chats, and messaging with our innovative platform. Seamlessly integrate customer journeys from your website into tailored advice sessions. By implementing our straightforward JavaScript plug-in on your brand's site, you can track visitor behavior anonymously. This plug-in effortlessly transitions these online paths into personalized advice discussions, whether in-store or via phone. Advisors receive valuable insights from these digital experiences through a specialized application designed just for them, which ultimately helps them save time. In today's internet-driven retail landscape, many sales representatives remain out of touch. Count3r empowers team members with essential information regarding products, sales strategies, and store specifics directly on their tablets. This allows your sales personnel to regain their role as trusted shopping advisors while increasing sales by up to 20%. We equip advisors with the confidence to up-sell effectively to every customer, across all departments, thereby enhancing profitability. Elevate your conversion rates by providing exceptional customer experiences that merge the best features of online shopping with personalized service. By doing so, you create a more engaging and satisfying shopping environment that meets the needs of today's consumers.

Description

Holistiplan brings automation, intelligence, and scalability to financial and tax planning for advisors, CPAs, and wealth managers. Its powerful Optical Character Recognition (OCR) engine analyzes client tax returns within 45 seconds, identifying liabilities, opportunities, and projections with pinpoint precision. Users can run side-by-side scenario comparisons for strategies like Roth conversions, charitable deductions, and capital gains optimization. The platform extends beyond tax insights, offering modules for insurance planning and soon estate planning, ensuring advisors can address clients’ holistic financial needs. Built by experienced CFP® professionals, Holistiplan combines deep domain knowledge with cutting-edge technology to streamline workflows and enhance client trust. Advisors benefit from customizable tax reports, audit-ready documentation, and simplified client communication. As the industry’s #1-ranked tax planning software for multiple consecutive years, Holistiplan is recognized for its innovation and ease of use. By integrating advanced analytics with human expertise, it enables financial professionals to plan smarter, faster, and more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Moneytree No 
Zapier Yes 

Integrations

Microsoft Dynamics 365 No 
Moneytree Yes 
Zapier No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$449 per year
30 uploads
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Teller

Founded

2013

Country

Netherlands

Website

www.count3r.com

Vendor Details

Company Name

Holistiplan

Founded

2019

Country

United States

Website

www.holistiplan.com

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

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