Holistiplan

8

Partners

holistiplan.com

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Partner List

Company	Type	Employees	Industry	Details
Wealthbox CRM	Technology	51–200	Software & Tech	Details Source Link
GReminders	Technology	11–50	—	Details Source Link
Jump	Technology	51–200	Software & Tech	Details Source Link
Asset-Map	Technology	11–50	—	Details Source Link
PreciseFP	Technology	2–10	—	Details
XY Planning Network	Technology	51–200	Financial Services	Details Source Link
Riskalyze	Technology	201–500	Financial Services	Details
Bento Engine	Technology	11–50	Financial Services	Details

Wealthbox CRM

Technology 51–200 Software & Tech

Details → Source Link

GReminders

Technology 11–50 —

Details → Source Link

Jump

Technology 51–200 Software & Tech

Details → Source Link

Asset-Map

Technology 11–50 —

Details → Source Link

PreciseFP

Technology 2–10 —

Details →

XY Planning Network

Technology 51–200 Financial Services

Details → Source Link

Riskalyze

Technology 201–500 Financial Services

Details →

Bento Engine

Technology 11–50 Financial Services

Details →

Frequently Asked Questions

How many partners does PreciseFP have?

PreciseFP has 8 technology and channel partnerships tracked on Partnerbase.

Who are PreciseFP's partners?

Some of PreciseFP's partners include Wealthbox CRM, GReminders, Jump, Asset-Map, PreciseFP. View the full list of 8 partners on Partnerbase.

Partnership Ecosystem

DATA ACCESS

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