Feature · what this software actually does
Opportunity flagging
Rules engine matches parsed-return data to playbook moves — TLH candidates, Roth windows, missed deductions, IRMAA cliffs.
automatedRuns unattended; humans handle exceptions.
Vendors that ship this
Leaders
- Holistiplan
Adjacent
- FP Alpha
- Taxplaniq
- Corvee
Build vs buy verdict
buy
The flagging library is the second moat after OCR — the value is the curated set of moves, not the inference.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- 1040 scan & entity extractionannualDrop the PDF return in; parsed lines, schedules, K-1s, and flagged opportunities come back in under a minute.
Most relevant for
- HNW
- UHNW
- Family Office
Test yourself · topic quizTuned · Financial Planning
Multiple-choice — different from any drill above.
Or play and read