Serious about
wealth? So are we.
wealth? So are we.
For individuals, advisors, and institutions who demand more – the Holistico toolkit is designed for you.
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The future of wealth is yours.
Made just for you
Driven by decades of academic thinking combined with empirical expertise – and powered with AI backing – Holistico sets the pace for personalized investing.
Have a quant in your corner
Holistico distills thousands of financial data points based on a unique portfolio into one clear, actionable plan.
Invest like a visionary
Holistico’s robust next-gen toolkit was built to preserve and grow wealth – your way.
At Holistico, we blend academic research and empirical expertise with AI intelligence to make investing seamless, strategic, and stress-free. Whether you’re optimizing a portfolio or constructing one, Holistico keeps it simple, personalized, and proactive.
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Welcome to the new era of wealth management.
You’re in good company
We’ve worked with financial advisors and institutional investors to polish our toolkit, now available to you.
Welcome to our sphere of influence:
Welcome to our sphere of influence:
Meet Holi™
Introducing your AI assistant, Holi™. She works. You win. Simple.
Holistico’s AI Assistant Holi™ transforms investment research into actionable recommendations.
Instant portfolio analysis
Generates structured insights based on market conditions and portfolio data.
Tailored investment suggestions
Provides data-backed recommendations for portfolio optimization.
Time-saving automation
Reduces manual research and enhances decision-making efficiency.
Explore your exclusive Holistico tools.
Portfolio Scanner™
2-minute portfolio setup.
Analyze portfolios in minutes to uncover opportunities and mitigate risks instantly.
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Analyze portfolios in minutes to uncover opportunities and mitigate risks instantly.
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Asset Screener™
Identify funds, companies, and market opportunities using advanced filtering and AI-powered insights.
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Risk Calibrator™
Assess investment risks with precision using a multi-dimensional approach.
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Retirement Map
Design tailored retirement strategies with projected savings, spending, and portfolio performance and receive data-driven recommendations.
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Compliance Risk Manager™
Proactively monitor portfolio risks and ensure regulatory compliance with actionable alerts and tailored recommendations.
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Proposal Builder™
Create polished, client-ready proposals with customizable templates and automated report generation. Deliver clear, professional insights that showcase portfolio strategies with confidence.
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Asset Screener™
Quickly filter and analyze investment opportunities using metrics, such as ratings, sectors, and dividend yields. Leverage key metrics to identify top-performing funds and equities, ensuring informed and impactful recommendations.
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Real clients. Real results.
This Platform is the tool that finally provides me what I have always wanted for my investment experience in a single solution. It quickly collects and evaluates data from me regarding my investment personality, risk tolerant and strategy.
Cedric Knight
CEO – New Directions Technologies Inc
Being a busy CPA, I spend my time serving my clients and not often have time to look after my own needs. When I tried Holistico, I was happy to discover how easy it is to use the product, it took very little time to upload my current portfolio for analysis, and fine tune my profile.
Alec Ronin
Managing Partner – Brontide LLC
Great tool for portfolio analysis! Love the automatic account sync and AI chat features. The risk assessment survey is spot-on, and it's super helpful to check investment ideas against my strategy. Overall, solid service that does what it promises without unnecessary complexity.
Alex Falcon
Software Engineering Manager
The best part about Holistico is being able to chat with AI about my portfolio. It already knows what I own and suggests what I might be missing. It's super convenient to check ticker data and compare recommended stocks right in the chat.
Sergei Sorokin
Head of 3D – Replika
Discover answers to your common questions.
What is Holistico?
Holistico is a comprehensive investment toolkit designed to help individual investors confidently manage and optimize their portfolios. It combines expert-grade analysis, personalized AI insights through Holi™, and financial literacy resources to support informed decision-making — all without high advisory fees. With tools for portfolio scanning, equity screening, and retirement forecasting, Holistico empowers users to take full control of their investments and financial journey.
Who is Holistico for?
Holistico is ideal for individual investors who want to take an active role in their wealth management. It serves both experienced investors looking to fine-tune existing portfolios and beginner investors or those with passive retirement accounts, such as 401k plans, who want a financial strategy to grow their savings with confidence and ease. Holistico’s customizable features cater to a wide range of investment needs, helping users of all experience levels achieve their financial goals on their own terms.
Can I share my Holistico portfolio with an advisor?
Yes, Holistico provides the flexibility to share your portfolio with a financial advisor if you choose. This way, you can benefit from professional guidance while still using Holistico’s advanced tools to manage your investments independently. The platform allows you to collaborate with an advisor while maintaining control over your investment strategy and decisions.
What makes Holistico unique?
Holistico stands out by offering professional-grade tools in a user-friendly platform, allowing investors to manage their portfolios confidently without the costs associated with traditional financial advisory services. The platform’s key features include:
- Portfolio Scanner™: Upload your portfolio in any format (CSV, PDF, image) and get a comprehensive overview in minutes.
- Risk Calibrator™: Assess your risk tolerance and receive customized investment strategies.
- Equity Screener™: Discover investment opportunities with real-time data and customizable filters to fit your goals.
- Holi™, personal AI assistant: Holi™ provides real-time insights and tailored suggestions to enhance your portfolio performance.
What makes Holistico different?
Holistico is built by advisors, for advisors. Its modular design, AI-powered insights, and focus on compliance make it an essential toolkit for modern wealth management and advisory practices.
How does Holistico improve efficiency?
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.
Is Holistico suitable for smaller firms?
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.
How does Holistico help with compliance?
Holistico’s Compliance Risk Manager™ tracks and flags portfolio risks, providing clear recommendations to address potential issues and ensure regulatory readiness.
How is Holistico’s AI assistant Holi different from other modern AI tools?
Unlike generic AI tools, Holistico’s co-pilot, Holi™ , is powered by an academically and empirically proven quantitative framework. It combines decades of research in factor-based strategies — such as Value, Momentum, Quality, and Safety — with advanced AI capabilities. Holi™ doesn’t just provide data; it synthesizes insights through a dynamic, repeatable system that adapts to changing market research, ensuring recommendations are both robust and actionable. This unique approach enables advisors to deliver highly personalized, data-backed strategies that stand out in the competitive advisory landscape.
Can I customize how I use Holistico?
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.
Contact
400 Interpace Parkway Building C, 2nd Floor, Parsippany, NJ, 07054
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