Holistico is thrilled to announce that we have successfully completed our SOC 2 Type II examination.
This milestone reflects our unwavering commitment to data security, privacy, and operational excellence. As an agentic AI platform serving financial advisors across the wealth management spectrum, we understand that trust is the foundation of your business. Whether you are rolling out our AI agent, Holi™, across a national network of advisors or analyzing sensitive prospect data in the Portfolio Analysis module, you need absolute confidence that your enterprise information is protected with institutional-grade rigor.
What this means for our enterprise and advisory partners
This compliance was achieved in accordance with the American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations, also known as SSAE 18.
Completing this rigorous examination demonstrates our dedication to maintaining robust internal controls relevant to the security of the systems we use to process your data. At Holistico, security isn’t just a feature — it is built directly into our infrastructure, our daily workflows, and our engineering culture to support the complex needs of large wealth management firms.
Thank you to our partners
We want to extend our gratitude to Prescient Security, a leader in security and compliance attestation for B2B SaaS companies worldwide, for performing the examination and supporting us through this process.
This achievement is just one of many steps we are taking to ensure we provide the safest, most powerful AI wealth-tech platform on the market so your firm can focus on what matters most: growing AUM and scaling your operations securely.
Ready to scale securely?
Experience the power of institutional-grade tools backed by enterprise-grade security. Schedule a demo today to see how Holistico’s AI agent, Holi™, can help you safely grow your practice and turn prospect meetings into instant closes.
You can read more about our security protocols in Holistico’s Trust Center.
