Last updated: Nov 03, 2025

Holistiplan SSO

Overview

Holistiplan is a tax planning and financial analysis platform designed for financial advisors and planning firms. The Okta Holistiplan integration enables firms to provide secure, centralized access to Holistiplan using Single Sign-On (SSO) with SAML 2.0, helping teams streamline authentication and maintain compliance while simplifying user access management.

Functionality

Add this integration to enable authentication and provisioning capabilities.

Authentication (SSO)

Provisioning


Okta Verified
Okta Verified
The integration was either created by Okta or by Okta community users and then tested and verified by Okta.

Languages Supported

English

Use Case

Functionality