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Companies / AdvisorTech / Estate Planning / Tax Planning / AI Assistants/Agents / Client Portal / Schedule Apps / CRM / Compliance

HolisticOS™

Powering Modern Advice™

Nacogdoches, TX
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Features

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AI Assistants/Agents

Drafts emails · Writes client emails and replies for you to send
Not known yet
Meeting notes · Records meetings and writes the notes
Not known yet
Works in your CRM · Reads and updates records, notes and tasks in the CRM
Not known yet
Reads documents · Pulls data from statements, tax returns, estate documents and forms
Not known yet
Uses account data · Answers questions with live custodian or portfolio data
Not known yet
Client & prospect research · Researches clients and prospects before you meet
Not known yet
Planning analysis · Answers planning and tax questions about a client
Not known yet
Takes actions on its own · An agent: finishes multi-step tasks, not just answers
Not known yet
You approve before it acts · Nothing goes to a client or a system until you OK it
Not known yet
Build your own workflows · Set up your own prompts, agents or automations
Not known yet
Compliance review · Checks emails and content for compliance before they go out
Not known yet
Marketing content · Writes posts, newsletters and other marketing
Not known yet
Doesn't train on your data · Your and your clients' data isn't used to train AI models
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet

CRM

AI assistant · Ask questions, draft emails or summarize clients inside the CRM
Not known yet
Meeting notetaker · Records, transcribes or summarizes client meetings
Not known yet
Workflow automation · Build multi-step workflows that run on their own
Not known yet
Email & calendar sync · Two-way sync with Outlook or Gmail
Not known yet
Texting · Text clients from the CRM, with archiving
Not known yet
Client portal · Clients log in to see documents, tasks or their data
Not known yet
E-signature · Built in, not only through an integration
Not known yet
Digital onboarding · New-client intake and account-opening workflows
Not known yet
Households · Group clients into households and relationships
Not known yet
Email marketing · Newsletters, drip campaigns or bulk email
Not known yet
Compliance archiving · Keeps email and texts for books-and-records rules
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
Not known yet
Built on Salesforce · Runs inside Salesforce
Not known yet
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Integrations

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