QuantRidge vs Holistiplan
Reads a client tax return and turns it into planning observations.
What each one is for
Turning a stack of 1040s into talking points fast. For what it does it is excellent, and it has become close to standard in tax-aware advisory practices.
Running a taxable portfolio with the tax consequences attached — cost basis across every account, wash-sale warnings before the repurchase, harvestable losses, Roth conversion room against bracket thresholds, and a Form 8949 your preparer can file from.
Choose Holistiplan if
Tax-return review is the workflow you need to speed up.
We would rather say that here than have you find it out a month after subscribing to the wrong thing.
Where QuantRidge differs
Holistiplan starts from the return, which is last year. QuantRidge works from live positions, so the harvest, the conversion and the wash-sale warning arrive while there is still time to act on them.
The thing Holistiplan cannot offer
Holistiplan does one thing — reading a tax return and turning it into planning observations — and does it better than anything else. The narrowness is the achievement, and it is sold to the adviser rather than to you.
QuantRidge is small enough that one person's problem can become a feature. The Founding 50 is built around exactly that: 50 accounts at $40/month for 12 months, in exchange for telling us what is missing. We build it and you watch it ship. Month 13 renews at $175, which we would rather say here than in a footnote.
Questions people ask
Is QuantRidge a replacement for Holistiplan?
Not always, and this page says where it is not. Tax-return review is the workflow you need to speed up. If that describes you, Holistiplan is the better choice and plenty of people run both.
What does QuantRidge cost?
$175 a month for individuals, flat, with a 14-day free trial and no percentage of your assets. A limited Founding 50 offer is open: the next 50 approved accounts pay $40/month for 12 months, then renew at the $175 list price.
Can I run QuantRidge and Holistiplan together?
Yes, and for some people that is the right setup rather than a compromise. What Holistiplan is for: Turning a stack of 1040s into talking points fast. For what it does it is excellent, and it has become close to standard in tax-aware advisory practices. QuantRidge connects to brokerages read-only and does not touch anything Holistiplan is doing, so running both costs you nothing beyond the second subscription.
Does QuantRidge manage my money?
No. QuantRidge is software, not a Registered Investment Adviser, broker or custodian. Brokerage connections are read-only — it can see positions and transactions but cannot trade or move money. Your money stays where it is.
Also compared with
Holistiplan is a trademark of its owner and is not affiliated with QuantRidge. This comparison reflects our understanding as of the date above; confirm anything decisive on their site. Nothing here is investment, tax or legal advice.