Author Archives for Anna Astapenko

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

November 13, 2025 10:06 am Published by Anna Astapenko Leave your thoughts <p>What happens in Vegas… shapes wealthtech. Holistico’s Advise AI 2025 takeaways: why data, compliance, and a trusted AI co-pilot are what matter most. </p>

Holistico at the Morningstar Fintech Showcase

June 26, 2025 1:09 pm Published by Anna Astapenko Leave your thoughts <p>At the 2025 Morningstar Fintech Showcase, Holistico introduced Holi™ — an AI co-pilot for advisors, built to support real portfolio decisions and compliance workflows.</p>