On Wednesday, June 25, 2025, we stepped on stage at the Morningstar Fintech Showcase — part of the Morningstar Investment Conference (MICUS) held at Navy Pier in Chicago.
The format was clear: each team had just four minutes to present their solution to a packed room of financial professionals — including RIA leaders, home office teams, institutional allocators, and innovation decision-makers.
We used that time to talk about what really matters — how Holi™ supports the full investment cycle without overcomplicating what works.
What advisors saw in Holi™
Rather than promising prediction or flash, we walked through how Holi™, our AI assistant, helps real advisors:
- Interpret portfolios using proven multi-factor frameworks like Value, Momentum, and Quality;
- Flag style drift, unintended exposures, and compliance triggers — in plain language;
- Accelerate onboarding, proposal generation, and portfolio alignment;
- Deliver personalized recommendations grounded in logic clients can trust.
Holi™ is trained on over 20 years of real portfolio strategy decisions from within a working RIA — not scraped content or simulated data. She’s been refined through actual advisory workflows to support judgment, not override it.
The reaction we heard: “This actually sounds like something we’d use!”
That feedback meant everything. It confirmed what we’ve heard from early adopters.
Advisors don’t want another dashboard. They want clarity.
We’re incredibly grateful to Morningstar, Inc. for including Holistico in this year’s showcase — and for creating a space where depth and practicality still take the spotlight.
We’re continuing to expand Holi™ with new AI agents focused on portfolio diagnostics, research assistance, and compliance oversight — all designed to fit how advisors actually think and work.
Want to see what Holi™ would spot in your portfolio?
Upload one and try it for free — no setup needed.
