Author Archives for Anna Astapenko
Holistico achieves System and Organization Controls (SOC) 2® Type II compliance
Leave your thoughts <p>Holistico has successfully completed its SOC 2 Type II examination. Learn how our agentic AI platform delivers enterprise-grade security for RIAs and advisors.</p>
Advise AI 2025 recap: Holistico’s edge in agentic wealthtech adoption
Leave your thoughts <p>What happens in Vegas… shapes wealthtech. Holistico’s Advise AI 2025 takeaways: why data, compliance, and a trusted AI agent are what matter most. </p>
Holistico at the Morningstar Fintech Showcase
Leave your thoughts <p>At the 2025 Morningstar Fintech Showcase, Holistico introduced Holi™ — an AI agent for advisors, built to support real portfolio decisions and compliance workflows.</p>
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