---
title: SEI
---

[![Holistiplan Logo](https://info.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo-FullColor%20(1).png?width=2213&height=421&name=Holistiplan%20Logo-FullColor%20(1).png "Holistiplan Logo")](http://holistiplan.com)

![SEI White Logo](https://info.holistiplan.com/hs-fs/hubfs/SEI%20White%20Logo.png?width=1210&height=1205&name=SEI%20White%20Logo.png "SEI White Logo")

## Thanks to SEI for partnering with us here at Holistiplan

### Join more than 12,000 advisors who trust Holistiplan to help them provide richer financial planning to their clients.

- Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds. Yes, seconds.
- Holistiplan provides a clean and easy to read client deliverable complete with your firm’s logo at the top and your firm’s disclaimer at the bottom.
- The same OCR technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan brings tax planning to every advisor so they can bring it to every client.

[![Sign up for a 7-day Free Trial](https://no-cache.hubspot.com/cta/default/8752285/c082d8d6-48c2-4397-9932-4f8d1fd4bd5c.png)](https://cta-redirect.hubspot.com/cta/redirect/8752285/c082d8d6-48c2-4397-9932-4f8d1fd4bd5c)

### Want to see a demo before you get started? Give us a bit of info, and we'll be in touch shortly!

Copyright © 2026 Holistiplan LLC. All Rights Reserved.