Home / Companies / Holistiplan
Holistiplan
Companies detail rendered from /companies/org_8b95e6dbee2355a4.
Overview
| ID | org_8b95e6dbee2355a4 |
| Collection | Companies |
| Provider | - |
| Company | - |
| URL | https://www.holistiplan.com/ |
| Counts | - |
| Updated | - |
Raw record
| Field | Value |
|---|---|
| id | org_8b95e6dbee2355a4 |
| name | Holistiplan |
| normalized_name | Holistiplan |
| raw_name | Holistiplan |
| domains | trust.holistiplan.com, holistiplan.com, www.holistiplan.com |
| website_url | https://www.holistiplan.com/ |
| contact_email | [email protected] |
| providers | [
{
"id": "vanta",
"name": "Vanta Trust Center"
}
] |
| primary_trust_center_url | https://trust.holistiplan.com |
| trust_centers_count | 1 |
| certifications_count | 3 |
| controls_count | 70 |
| subprocessors_count | 1 |
| documents_count | 15 |
| security_updates_count | 0 |
| latest_security_update_at | - |
| last_observed_at | - |
| data_surface | {
"score": 88,
"score_kind": "bounded_0_to_100_observed_normalized_trust_center_coverage",
"granularity_tier": "deep_security_posture",
"observed_capabilities": {
"trust_centers": true,
"certifications": true,
"controls": true,
"subprocessors": true,
"documents": true,
"security_updates": false,
"provenance": true
},
"available_capabilities": [
"trust_centers",
"certifications",
"controls",
"subprocessors",
"documents",
"provenance"
],
"missing_capabilities": [
"security_updates"
],
"analysis_readiness": {
"vendor_risk_profile": true,
"security_questionnaire_evidence": true,
"subprocessor_monitoring": true,
"document_inventory": true,
"compliance_tracking": true,
"security_advisory_monitoring": false,
"provenance_audit": true
},
"counts": {
"trust_centers": 1,
"certifications": 3,
"controls": 70,
"subprocessors": 1,
"documents": 15,
"security_updates": 0,
"sources": 1
}
} |
| links | {
"self": "/v1/companies/org_8b95e6dbee2355a4",
"profile": "/v1/companies/org_8b95e6dbee2355a4/profile",
"coverage": "/v1/companies/org_8b95e6dbee2355a4/coverage",
"trust_centers": "/v1/companies/org_8b95e6dbee2355a4/trust-centers",
"certifications": "/v1/companies/org_8b95e6dbee2355a4/certifications",
"controls": "/v1/companies/org_8b95e6dbee2355a4/controls",
"subprocessors": "/v1/companies/org_8b95e6dbee2355a4/subprocessors",
"documents": "/v1/companies/org_8b95e6dbee2355a4/documents",
"security_updates": "/v1/companies/org_8b95e6dbee2355a4/security-updates",
"sources": "/v1/companies/org_8b95e6dbee2355a4/sources"
} |
| logo_url | https://trust.holistiplan.com/doc?s=1ho2k696u75dn8ii5u2nq9 |
| description | Holistiplan is an award-winning software for financial planners and investment advisors built to systematize and automate the process of reviewing a client’s financial documents to find potential planning opportunities. Holistiplan uses optical character recognition (OCR) to read uploaded documents and generate client-ready reports that uncover potential financial planning opportunities through an algorithmic program. Financial professionals can then run various scenarios to determine future outcomes. |
| privacy_policy_url | - |
| terms_of_service_url | - |
| trust_centers | [
{
"id": "tc_d7dc23a016093103",
"name": "Holistiplan",
"url": "https://trust.holistiplan.com",
"host": "trust.holistiplan.com",
"provider": {
"id": "vanta",
"name": "Vanta Trust Center"
},
"company": {
"id": "org_8b95e6dbee2355a4",
"name": "Holistiplan",
"domains": [
"trust.holistiplan.com",
"holistiplan.com",
"www.holistiplan.com"
]
},
"access_level": "",
"access_profile": "vanta_signed_graphql",
"data_access": {
"certifications": true,
"controls": true,
"subprocessors": true,
"documents": true,
"securityUpdates": false
},
"source_trust_center_id": "9k1iqkrp0n4y742ybumuyl",
"updated_at": "",
"data_available_since": "",
"counts": {
"certifications": 3,
"controls": 70,
"subprocessors": 1,
"documents": 15,
"security_updates": 0,
"sources": 1
},
"links": {
"self": "/v1/trust-centers/tc_d7dc23a016093103",
"profile": "/v1/trust-centers/tc_d7dc23a016093103/profile",
"company": "/v1/companies/org_8b95e6dbee2355a4",
"provider": "/v1/providers/vanta",
"certifications": "/v1/trust-centers/tc_d7dc23a016093103/certifications",
"controls": "/v1/trust-centers/tc_d7dc23a016093103/controls",
"subprocessors": "/v1/trust-centers/tc_d7dc23a016093103/subprocessors",
"documents": "/v1/trust-centers/tc_d7dc23a016093103/documents",
"security_updates": "/v1/trust-centers/tc_d7dc23a016093103/security-updates",
"sources": "/v1/trust-centers/tc_d7dc23a016093103/sources"
}
}
] |
Get this page with API
Rendered from the bluedoor Trust Centers API. Reproduce it:
GET https://api.bluedoor.sh/trust-centers/v1/companies/org_8b95e6dbee2355a4JSONGET https://api.bluedoor.sh/trust-centers/v1/companies/org_8b95e6dbee2355a4/profileJSONGET https://api.bluedoor.sh/trust-centers/v1/companies/org_8b95e6dbee2355a4/documents?limit=25JSONGET https://api.bluedoor.sh/trust-centers/v1/companies/org_8b95e6dbee2355a4/controls?limit=25JSON