Texas RIA Builds AI Operating System With Altruist
AI SummaryAI-generated — verify against the source.Holistic Planning, a Texas-based RIA, has developed 'HolisticOS,' an AI-driven operating system, and is migrating $450 million in assets to the Altruist platform. The firm intends to commercialize this software, offering it to other financial advisors as a potential practice management solution.
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