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Holistiplan vs Nitrogen
Short answer: Holistiplan is best for spotting tax planning opportunities from a return; Nitrogen is best for risk-tolerance conversations and proposals. On price, Holistiplan is From $749/yr and Nitrogen is From $99/mo per Center (annual) (as of October 21, 2026). Book demos of both and test them on your real workflow.
| Holistiplan | Nitrogen | |
|---|---|---|
| What it is | Tax planning software that reads tax returns, plus estate and insurance tools. | Suite for risk tolerance, proposals and retirement readiness (formerly Riskalyze). |
| Best for | Spotting tax planning opportunities from a return | Risk-tolerance conversations and proposals |
| Category | Tax return & document analysis | Portfolio analytics & proposals |
| Free option | Free trial offered. | None listed |
| Starting price | From $749/yr | From $99/mo per Center (annual) |
| Key capabilities |
|
|
| Skip it if | You rarely review client tax returns. | You only need portfolio reporting, not proposals or risk scoring. |
| Details | Holistiplan overview | Nitrogen overview |
| Visit Holistiplan Get a Holistiplan demo | Visit Nitrogen Get a Nitrogen demo |
About Holistiplan
Holistiplan simplifies tax, insurance and estate planning for advisors, and is widely used to analyze client tax returns and produce summary reports.
Check before choosing Holistiplan
- Price is set by household count
- Premium adds state scenarios; decide if you need them
- Tax advice still belongs with a qualified professional
About Nitrogen
Nitrogen measures client risk tolerance, creates personalized proposals and models retirement readiness. Riskalyze's old website now redirects to Nitrogen.
Check before choosing Nitrogen
- All prices are on annual terms
- Buy only the Centers you'll use, or compare the bundle
- Ask about broker-dealer pricing
FAQ
Holistiplan vs Nitrogen: which is better for financial advisors?
Holistiplan is best for spotting tax planning opportunities from a return; Nitrogen is best for risk-tolerance conversations and proposals. On price, Holistiplan is From $749/yr and Nitrogen is From $99/mo per Center (annual) (as of October 21, 2026). Book demos of both and test them on your real workflow.
What is the difference between Holistiplan and Nitrogen?
Holistiplan: Tax planning software that reads tax returns, plus estate and insurance tools. Nitrogen: Suite for risk tolerance, proposals and retirement readiness (formerly Riskalyze).
Is Holistiplan or Nitrogen cheaper?
On price, Holistiplan is From $749/yr and Nitrogen is From $99/mo per Center (annual) (as of October 21, 2026).