Companies / Holistiplan / Subprocessors
Holistiplan provides software for tax planning, insurance planning, and estate planning. It serves financial advisors and tax professionals.
Summarized from its homepage on 6 Nov 2026.
Subprocessors of Holistiplan
Holistiplan declares 9 subprocessors, including AI providers Anthropic, OpenAI.
From the company's own list.Read the source
| Subprocessor | Purpose |
|---|---|
| Hosting the Site and storing all data; document data extraction via Amazon Textract; generative AI features via Amazon Bedrock | |
| AI assistant used by Holistiplan personnel to support internal workflows | |
| Canopy Connect | Insurance policy data including policy numbers, coverage details, carrier information, and related insurance documents |
| Subscription Billing | |
| Productivity and collaboration tools used by Holistiplan personnel for internal business operations | |
| Newsletters and product emails | |
| AI tools used by Holistiplan personnel to support internal workflows | |
| Team collaboration platform used for internal communications | |
| Payment Processing |
Questions about Holistiplan
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