HOLISTICOS

Owner

Goods & Services

Software as a service (SAAS) services featuring software for customer relationship management; Software as a service (SAAS) services featuring software for providing secure online portals for clients to access and manage financial and tax-related documents and information; Software as a service (SAAS) services featuring software for tracking and managing tax return preparation workflows; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial and tax data to identify required documentation and assist in preparation of tax returns for review by professionals; Software as a service (SAAS) services featuring software for investment portfolio analysis and financial reporting; Software as a service (SAAS) services featuring software for estate planning document organization and workflow management; Software as a service (SAAS) services featuring software for providing online knowledge bases in the fields of finance, taxation, investments, estate planning, and regulatory compliance; Software as a service (SAAS) services featuring software for compliance management, supervision, and recordkeeping for registered investment advisory firms