Pricing
Macroeconomic dashboard
3 client proposals
- Portfolio analytics
- Stress tests
- Retirement map
- Customizable PDF reports
10 Holi™ AI assistant requests
Processed licensed data from Morningstar, Intrinio, and U.S. Government
Battle-tested stock and ETF ratings*
Stock and fund screener*
Models marketplace*
Model portfolios*
Professional
$100 / month
For independent advisors ready to streamline operations, save time, and grow AUM
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Everything in Free plan, plus
Unlimited client proposals
- Portfolio analytics
- Stress tests
- Retirement map
- Customizable PDF reports
Unlimited Holi™ AI assistant requests and insights
Battle-tested stock and ETF ratings
Models marketplace
Model portfolios
Teamwork tools
Enterprise
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For multi-advisor firms focused on compliance, collaboration, and customization
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Everything in Professional plan, plus
Compliance risk management
Strategy backtesting
Custom features
Dedicated support manager
White-label branding
