Due Diligence

Access the necessary materials through our Trust Report. On the Trust Report page, available documents are listed on the left-hand side. To view the full library, click “View All.”

To request access, select the documents you need and submit a request directly from the page. Access is not granted automatically. Once your request is approved, typically within one week, you will receive an email from Vanta confirming that Holistiplan has shared the requested documents with you.

Our Trust site is designed to provide compliance teams with the information needed to address due diligence requirements. If you need additional details beyond what is available, please contact us at support@holistiplan.com.