Education as a Growth Engine

Most software companies treat education as an afterthought.
Holistiplan treats it as a strategy.

Their academic program gives students and universities free access to the platform, along with certification courses designed to deepen understanding of tax planning and analysis. This investment doesn’t just build brand awareness — it cultivates long-term advocates who already know and trust the tool before they even enter the workforce.

Training the Next Generation

By empowering future advisors early, Holistiplan ensures that its software becomes a standard part of the advisor toolkit.

Students who train with Holistiplan graduate ready to use it — and ready to recommend it. The result is a self-sustaining cycle: each new cohort of advisors arrives in the industry equipped with modern technology, confident in their ability to deliver smarter, more efficient client experiences.

A Win for the Industry

Education-driven growth isn’t just smart — it’s sustainable.

When fintech companies invest in learning, they do more than grow their user base; they elevate the capability and confidence of the entire wealth management ecosystem.
Holistiplan’s approach shows that the future of fintech isn’t built on features — it’s built on knowledge, empowerment, and shared success.

These insights are inspired by the latest episode of Next Mile featuring Torie Happe, Head of Partnerships at Holistiplan. Hear how Holistiplan turns complex tax data into actionable clarity for advisors.

🎧 Listen to the full episode here  and explore more articles in this series.