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Ryan Townsley Adam Dell
+4 more
Andy Panko Michael Kitces Liz Miller Bradley Clark

Holistiplan

Software

3 creators

Tax planning for retirees — calculating withholdings, RMDs, QCDs, Roth conversions, bundling charitable contributions; integrated with TaxStatus to pull IRS transcripts directly

"It's the software I spend the most time in. Holistiplan, in my opinion, is the software that adds the most value to clients and also shows the most value to prospective clients. The TPCP designation really allowed us to use Holistiplan at its full."

Ryan Townsley

Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou... ▶ 47:46
More source quotes
"We use Holistiplan for tax projections. We are very happy to embrace the tools available out in the marketplace and are constantly evaluating new tools to figure out how we can do what we do better."

Adam Dell

Leveraging Tech To Scale Financial Planning To Next Gen -Adam Dell | Financial Advisor Success Ep481 ▶ 39:39
"the other two advisers use Holista Plan because they don't do taxes and it's too big of a learning curve to use tax prep software just to do projections."

Andy Panko

Maintaining Work/Life Balance While 4Xing The Firm - Andy Panko | Financial Advisor Success Ep479 ▶ 56:47
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RightCapital

Software

3 creators

Financial planning, with paraplanner access

"They just have access to RightCapital and Holistiplan... Although I know that RightCapital is also building out their own functionality to be able at some point to kind of look at those docs as well from an AI perspective."

Michael Kitces

Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with ... ▶ 41:20
More source quotes

Comprehensive financial planning for both retirees and accumulators; building plans alongside Holistiplan for tax planning; used in tandem with MoneyGuide for nuclear-engineer-style redundancy

"We're making the migration over to Right Capital. They're always adapting, adding more features, keeping up with the times. It's evolved beyond where MoneyGuide was able to take us. It's also a little bit better for accumulators, and we are starting to see ..."

Ryan Townsley

Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou... ▶ 42:10

Creating financial plans and scenarios for G2 clients

"We use RightCapital. We're very pleased with it. Years ago we used eMoney. We were happy with the move to RightCapital."

Liz Miller

Ep 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational ... ▶ 21:10
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MoneyGuidePro

Software

1 creator

Retirement income planning — stratifying spending goals into needs/wants/wishes and running probability of success (resilience) analysis at each tier

"I chose MoneyGuide Pro because they stratify their funding goals into needs, wants, and wishes. And you can even run what I call resilience curves — what they call probability of success analysis. You can run that for needs, needs and wants, and needs, want..."

Bradley Clark

Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approac... ▶ 59:28
About these recommendations

Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.

Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.

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