Side by side
Holistiplan vs PORTAX
Both stand on tax planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial APIWeb
Holistiplan combines tax, insurance, and estate tools with integrations and a public API. Advisors should weigh the household-based annual prices, document limit, and trial period against their needs.
Visit Holistiplan Free trial Windows
PORTAX provides extensive tax-aware modeling and reporting for professional portfolio analysis. The Windows requirement and monthly subscription pricing should be weighed before adoption.
Visit PORTAXThe facts
| Holistiplan | PORTAX | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | Not published | Not published |
| Runs on | API, Web | Windows |
| Lowest paid plan | Basic Tax: $749 a year | PORTAX Version 9.9: $89 a month |
| Plans published | 4 | 2 |
| Maker | Not published | Not published |
| Website | holistiplan.com | portaxsoftware.com |
| On tax planning software | #10 of 27 | #14 of 27 |
Holistiplan: what it does well
- Tax reports show marginal brackets and state tax hints.
- Scenario Analysis models possibilities for the next tax season.
- Insurance tools identify coverage gaps and estimate rebuilding costs.
- Includes estate reports, diagrams, and beneficiary reports.
- Lists integrations with advisory and planning services.
What to know first
- No free plan is available.
- Basic Tax starts at 30 households.
- Uploaded documents must be PDFs under 50 MB.
- Public API access requires interview and approval.
PORTAX: what it does well
- Analyzes up to 100 assets and 120 periods
- Models margin, short, futures, and sub-portfolios
- Monte Carlo simulation with skewness and kurtosis
- Tax tables cover 193 jurisdictions
- Exports formatted reports to Excel
What to know first
- Windows platform only
- No free plan
- PORTAX starts at $89 a month
- Each plan has a one-month minimum subscription
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