Holistiplan Tax Planning Technology Now Available to LPL Financial Advisors PR Newswire COLLEGE STATION, Texas, Nov. 17, 2022 Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning COLLEGE STATION, Texas , Nov. 17, 2022 /PRNewswire/ -- Holistiplan , the industry-leading tax planning software for financial advisors, today announced a partnership with LPL Financial . As part of LPL's vendor affinity program, Holistiplan...