FINTRXIn the news
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
- Asset managers
- RIAs
Data & researchCustom quote
Holistico
AI assistant and portfolio analysis platform for RIAs covering proposals, screening, rebalancing and compliance risk
Parsippany, NJ, USholisticoinvest.comNot yet confirmed by the company
What it does
Holistico is an AI portfolio analysis platform for independent advisors and multi-advisor RIA firms, and it also offers plans for individual investors. It was built by practicing advisors to handle analysis, proposals and portfolio monitoring in one place.
Advisors bring in portfolios by file upload or through Plaid, Orion or Blueleaf, then use a Portfolio Scanner for risk and opportunity analysis, an Asset Screener with in-house multi-factor ratings for stocks and funds, a Proposal Builder for client-ready reports, and a Compliance Risk Manager that monitors risk across the book. It also offers stress tests, a retirement map, model portfolios and a models marketplace. An assistant called Holi answers voice or text commands about the advisor's whole book. Data comes from licensed sources including Morningstar and Intrinio.
Holistico Investment LLC is based in Parsippany, New Jersey. A free plan is available, Professional is $100 per month, and Enterprise is priced on request.
Best for
- Serves
- RIAs
Features
- Portfolio risk scanning
- Multi-factor stock and ETF ratings
- Proposal builder
- Compliance risk monitoring
- Stress testing
- AI assistant with voice commands
- Model portfolio marketplace
Pricing and deployment
- Pricing model
- Free tier, paid plans
- Published pricing
- Free plan (3 client proposals); Professional $100/month; Enterprise on request
- Deployment
- Cloud
Integrations
Data feeds
- Blueleaf
- Morningstar
- Plaid
Integrations
Coverage from The Daily Network
Full coverage recordNo stories about Holistico yet.
Follow Holistico to get our reporting on it as it is published.
Other Data & research vendors
All alternatives to Holistico
Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat