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Wealth Utilities

Holistico

Holistico: Powering proposal generation for advisor growth.

"Holistico is a sales enablement platform designed to streamline the proposal generation process for wealth management firms. It empowers advisors to create customized, compliant, and visually appealing proposals quickly, improving client acquisition and business development efforts. RIAs use Holistico to enhance their sales process and win more business."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #0 in Wealth Utilities
Validated Adoption
0 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated proposal creation
Customizable templates
Compliance integration
Performance reporting
CRM integration

Primary Use Cases

Creating client proposals
Generating marketing materials
Onboarding new clients

Agentic Intelligence Briefing

"Holistico automates and enhances proposal generation, empowering RIAs to attract new clients more effectively."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines proposal creation
Enhances sales enablement
Improves business development efficiency

Adoption Hazards

Limited information available on specific features
Pricing model is unclear

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to improve client acquisition efficiency
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1FP Alpha
2PreciseFP

Value Proposition

"Holistico empowers RIAs to win more clients and grow their AUM through compelling and efficient proposal generation."

Audit Your RIA Stack

See how Holistico fits into your overall tech efficiency score.

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