Holistiplan

Brand, Website, and Marketing Suite for a Fast-Growing Fintech

Client

Holistiplan

BrandingMarketing CampaignsVideo & MotionWebsite Design & Development
A digital infographic displays various business and financial data, including key figures, charts, and people engaging in

Holistiplan, an award-winning tax planning software platform for financial advisors, approached Punch to elevate the Holistiplan brand and digital presence as the company scaled rapidly. While the product had earned industry recognition for its innovation and ease of use, the brand visuals and website lacked the polish and clarity needed to match its momentum. Holistiplan needed a cohesive, professional identity and web experience that would better reflect its leadership in the fintech space—and support its continued growth with advisors across the country.

Challenge

Holistiplan needed a full-scale brand and marketing refresh that would:

  • Reflect its credibility and innovation in the financial planning software space
  • Better communicate its value to both prospective and current users
  • Support rapid growth through scalable, user-friendly design and marketing tools
  • Modernize the website and brand visuals to reflect their market leadership
A website homepage for Holistipplan with a headline promoting financial planning and a purple "Start a Free Trial" button.
A screenshot of the Holistiplan website featuring a headline about award-winning software for scenario planning and a demo

Solution

Punch partnered with Holistiplan to deliver an end-to-end solution across brand, web, and marketing:

Brand Identity Redesign:

We developed a clean, modern brand system that balanced approachability with professionalism. The updated logo, typography, and color palette reflect Holistiplan’s role as a trusted, forward-thinking tool for advisors, with clear brand guidelines to ensure consistency across all touchpoints.

Website Design, Content, and Development

Built on WordPress, the new site delivers an intuitive, responsive user experience with clear messaging and streamlined navigation. We wrote and structured content to guide financial advisors through the platform’s benefits and features, highlighting key differentiators and use cases.

Video Production:

To help demystify the platform’s power, we created animated product explainer videos that show how Holistiplan simplifies tax planning. These videos became valuable tools for onboarding, sales, and education.

Marketing Collateral:

We designed a suite of marketing materials—from pitch decks to one-pagers—that extended the new visual identity and made it easy for the Holistiplan team to communicate their value across different channels.

Two mobile screens display the Holistiplan website, highlighting services for financial advisors and estate planning tools.

Results

The rebrand and website relaunch helped Holistiplan solidify its leadership and scale more effectively:

  • Stronger Market Positioning: The new brand identity aligned with the company’s innovation and credibility, helping it stand out in a crowded market.
  • Improved User Experience: The updated site offered faster navigation and clearer messaging, contributing to increased site engagement and time-on-page.
  • Sales Enablement: The video and marketing collateral provided the sales team with polished, on-brand tools that supported business development and onboarding.
  • Scalable Foundation: With a flexible brand system and CMS, Holistiplan is well-positioned to grow without compromising consistency.

Through this partnership, Punch successfully helped Holistiplan modernize its brand, strengthen its market positioning, and create a digital foundation built for scale. By aligning the brand identity, website experience, and marketing tools, Holistiplan is now better equipped to grow its footprint in the financial planning industry—and continue delivering innovative solutions to advisors nationwide.