Advise AI 2025 recap: Holistico’s edge in agentic wealthtech adoption

At this year’s Advise AI conference in Las Vegas, the message was clear: wealth management is undergoing a foundational shift. From AI-powered agents to data lakehouses and regulatory frameworks, the ecosystem is rapidly evolving — and so are the expectations placed on advisors and their tech stacks. As one of the few platforms tackling complex investment applications of AI head-on, Holistico was proud to be in the room for these critical conversations.

Key takeaways from the conference

1. Advisors are ready for AI — but not for risk

From meeting notes to workflow automation, AI adoption is already underway. But when it comes to investment decisions and portfolio management, advisors remain cautious — rightfully so. The fear of hallucinations, data privacy breaches, and opaque black-box models continues to hold many back.

“Advisors are eager to adopt AI, but wary of compliance risk. That’s why we designed Holistico as a co-pilot — not a replacement — with full transparency and auditable logic,” said Eugene Yashin, CFA® — CEO and co-founder of Holistico.

That’s where Holistico draws the line. Our multi-factor analytics engine — built on decades of empirical data and research — anchors every AI decision we make. With Holi™, our AI co-pilot, advisors can interact via natural language while relying on a foundation of rigorous, transparent investment logic.

2. The era of “copilots for everything” is here

While a panelist at the conference suggested that AI in advisory is still just a “calculator for words,” Holistico goes far beyond — delivering a sophisticated “calculator for numbers” that powers risk scoring, portfolio logic, and investment diagnostics.

Holi™ is NOT just another note-taker or chat interface. She helps you:

Flag risk exposure across your entire client book;
Propose optimized, lower-cost portfolios in one click;
Compare asset allocations and risk scores side by side;
Generate branded PDFs — all without a spreadsheet in sight.

It’s not automation for automation’s sake. It’s targeted, actionable intelligence — rooted in investment logic advisors trust.

3. Data remains the foundation — and the bottleneck — of meaningful AI

As multiple speakers emphasized, no AI tool can deliver value without clean, connected, and well-structured data. That’s why Holistico was built from the ground up to prioritize both data integrity and seamless integration. We rely on processed, licensed data from trusted sources like Morningstar, Intrinio, and U.S. government databases — all centralized in a secure, compliant analytics engine.

“Clear use cases like note-taking are thriving. But to solve more technical challenges — like portfolio optimization — you need more than just AI. You need quality data, domain expertise, and a methodology you can stand behind,” said Dmitry Grudzinsky, Holistico’s CTO and co-founder.

We’re also underway with SOC 2 certification, reinforcing our commitment to data security, audit trails, and enterprise-grade reliability. Because in AI, how you organize and protect data isn’t just plumbing — it’s strategy.

4. Customization is now table stakes

Today’s advisors don’t want to conform to rigid tools — they want tools that adapt to them.

Holistico’s flexible design lets advisors shape their experience based on firm preferences, portfolio logic, and client profiles. From solo RIAs to multi-advisor teams, Holistico is a co-pilot that molds itself around your workflow — not the other way around.

Under the hood, our modular architecture and multi-LLM framework ensure that firms can plug in clean data and immediately derive value — without the drag of months-long integrations. We’re purpose-built for those who want to stay compliant, maintain control, and gain an edge — without replatforming their entire tech stack.

5. Compliance is driving the AI conversation

SEC scrutiny, record-keeping standards, and fiduciary duty are top of mind. Advisors aren’t just looking for AI — they’re looking for defensible AI. Holistico’s transparent methodology, and enterprise-grade infrastructure were built with this reality in mind.

We’re not just helping advisors act faster — we’re helping them act responsibly.

The bottom line: Holistico bridges the gap between AI curiosity and real-world adoption

Advise AI 2025 showed us that the future of wealth management belongs to firms that can balance innovation with trust, scale with personalization, and speed with sound logic.

Holistico is proud to be at that intersection — arming advisors with the tools they need to navigate complexity, unlock insights, and deliver better outcomes.

“Our mission is to make advanced investment analysis accessible through intuitive, explainable AI — without sacrificing the standards advisors are held to,” said Eugene.

Because in the age of agentic AI, the winners won’t be those who adopt the most tech — it’ll be those who adopt the right tech.