Holistiplan ranks #1 for tax planning software for advisors (score 7.8/10). Pricing: Basic Tax from $749/yr (30 households); free tier: no. Runners-up: Blue J, TaxGPT.
Top 5, ranked by our published rubric. Sponsorship never affects the order. Last updated 2026-10-13.
| # | Tool | Score | Pricing | Paid from | Free tier | What it is |
|---|---|---|---|---|---|---|
| 1 | Holistiplan | 7.8 | From $749 | Basic Tax from $749/yr (30 households) | no | AI tax planning software for financial advisors |
| 2 | Blue J | 7.7 | From $1,498 | $1,498/yr per user (sole practitioners) | no | AI tax research |
| 3 | TaxGPT | 7.1 | Custom | Contact sales/demo | no | AI tax research assistant |
| 4 | Orion | 6.2 | Unverified | Unverified | Unverified | Wealth management technology for advisors |
| 5 | Jump | 5.5 | From $50 | $50 per advisor/mo (as listed) | no | AI meeting assistant for financial advisors |
AI tax planning software for financial advisors
Why ranked: Its own site says: “Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates.” We placed it 1st of 5 on fit for this task. No free plan confirmed; paid from Basic Tax from $749/yr (30 households).
Fit 10.0 · value 3.8 · breadth 6 · availability 10 (how we score) · pricing source · site live
AI tax research
Why ranked: Its own site says: “Get defensible tax research answers in seconds with Blue J's AI-powered platform.” We placed it 2nd of 5 on fit for this task. No free plan confirmed; paid from $1,498/yr per user (sole practitioners).
Fit 8.5 · value 3.8 · breadth 10 · availability 10 (how we score) · pricing source · site live
AI tax research assistant
Why ranked: Its own site says: “AI tax assistant for tax pros & accountants.” We placed it 3rd of 5 on fit for this task. No public price (sales-led).
Fit 7.0 · value 4.4 · breadth 10 · availability 10 (how we score) · pricing source · site live
Wealth management technology for advisors
Why ranked: Orion: Wealth management technology for advisors. We placed it 4th of 5 on fit for this task. Pricing unverified.
Fit 5.5 · value 5.0 · breadth 8 · availability 10 (how we score) · no readable pricing page · site live
AI meeting assistant for financial advisors
Why ranked: Its own site says: “Jump is the AI software that gives financial advisors a true AI assistant.” We placed it 5th of 5 on fit for this task. No free plan confirmed; paid from $50 per advisor/mo (as listed).
Fit 4.0 · value 5.0 · breadth 8 · availability 10 (how we score) · pricing source · site live
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Many business tools are priced by quote only, so price filters hide them.
By TaskRanking's published rubric, Holistiplan ranks first, followed by Blue J and TaxGPT.
None of the top 5 had a confirmed free tier when we checked on 2026-10-13.
Score = 50% fit, 25% value (from vendor pricing pages), 15% breadth, 10% availability. Sponsorship never affects rank.
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