Alternatives to Holistiplan
Other Wealth management software vendors we measure, sorted by how much they publish that Holistiplan does not. This is a comparison of disclosure, not of features or fitness.
12 shown of 25 that differ from Holistiplan on at least one criterion we measured for both. Public transparency score, not a product or security rating.
Holistiplan has 9 gaps in what we could measure: Data processing agreement, Subprocessor list, Status page with history, Certifications named, Uptime SLA with a figure, No third-party tracking before consent, security.txt (RFC 9116), Notice before subprocessors change, Named privacy contact. The column “publishes and Holistiplan does not” is the one that closes them.
| Vendor | Score | Publishes, and Holistiplan does not | Holistiplan publishes, and they do not | |
|---|---|---|---|---|
| Orionorion.com | 43/100 | 3 Subprocessor list, Certifications named, Named privacy contact | 1 Public pricing | Compare |
| Altruistaltruist.com | 26/100 | 2 Status page with history, Certifications named | 2 Public pricing, HTTPS enforced with HSTS | Compare |
| Betterment Advisorbetterment.com | 26/100 | 2 Certifications named, Named privacy contact | 1 Data location stated | Compare |
| Emoneyemoneyadvisor.com | 17/100 | 2 Certifications named, Named privacy contact | 2 Data location stated, Public pricing | Compare |
| Addeparaddepar.com | 36/100 | 1 Named privacy contact | nothing | Compare |
| Asset-mapasset-map.com | 35/100 | 1 Certifications named | nothing | Compare |
| Avaloqavaloq.com | 27/100 | 1 Named privacy contact | 1 Public pricing | Compare |
| Aixigoaixigo.com | 26/100 | 1 Named privacy contact | 1 Public pricing | Compare |
| Ponterapontera.com | 26/100 | 1 Certifications named | 1 Public pricing | Compare |
| Nitrogennitrogenwealth.com | 22/100 | 1 Certifications named | 1 Data location stated | Compare |
| Additivadditiv.com | 17/100 | 1 Named privacy contact | 2 Public pricing, HTTPS enforced with HSTS | Compare |
| Infrontinfront.co | 17/100 | 1 Status page with history | 2 Data location stated, Public pricing | Compare |
Only criteria we could measure for both are counted. Where we could measure one and not the other, the row is silent: that would be a statement about our measurement, not about either vendor. Every single result with its source is on the two profiles.