Digital Digest: The Latest Tech News – SEI, Holistiplan

Editorial Staff, July 8, 2022


The latest digital and technology innovations, product and service developments in the world's wealth management sector.

Holistiplan, SEI
Holistiplan, a Texas-based tax planning software offering for financial advisors, has formed a strategic partnership with SEI’s advisor business.

The SEI business delivers technology and investment solutions enabling digital wealth management experience for independent financial advisors and their clients. 

The strategic partnership provides SEI’s 7,500 advisors access to the Holistiplan platform, Holistplan said in a statement earlier this week.  

“Regardless of whether or not advisors are new to tax planning or they're tax planning experts, this integration will allow them to provide tax planning to all of their clients quickly, uniformly, and efficiently, and help them to see better business outcomes for their practice,” Kevin Lozer, president/co-founder, said.

Since launching in summer of 2019, Holistiplan has added over 10,000 users from across the country. Lozer and Roger Pine, who designed the software, had been financial advisors before creating the business.

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