Holistico automates time-consuming tasks such as portfolio analysis, compliance risk checks, and report generation, allowing you to focus on delivering value to your clients.

Absolutely. Holistico’s modular architecture makes it scalable for firms of any size, empowering smaller firms to compete with larger institutions using cutting-edge tools.

Holistico’s Compliance Risk Manager™ tracks and flags portfolio risks, providing clear recommendations to address potential issues and ensure regulatory readiness.

Holi™ was purpose-built for the way financial professionals think and work — not just to generate content or summarize trends.

She’s grounded in multi-factor investment frameworks like Value, Momentum, Quality, and Safety, drawing on academically validated research from Graham, Buffett, Fabozzi, and O’Shaughnessy. Her models are trained on over 20 years of real portfolio strategies and allocation decisions made within a working RIA — not on scraped financial content. What sets Holi™ apart is how she combines traditional investment logic with AI capabilities — without letting AI dominate scoring or forecasting. Advisors stay in control, while Holi™ brings clarity, flags risks like style drift or overexposure, and suggests adjustments that align with your philosophy and your client’s goals.

Holi™ fits seamlessly into the full investment cycle — from research and proposal generation to ongoing portfolio monitoring and strategy refinement — helping you stay compliant, scale your practice, and deliver more informed, personalized advice.

You can ask Holi™ questions like:

• Which clients are taking on too much risk relative to their age?
• What’s the best way to invest extra cash for better returns with low risk?
• Which holdings add the most risk, and how should I reduce them?

Yes, Holistico’s modular design in wealth innovation lets you choose the tools that fit your practice and scale as needed, ensuring a flexible and tailored experience.