AI orchestration for the modern RIA
Hollis orchestrates your operations and client service — reconciling the book, handling the paperwork, and preparing client work before you sit down to it. Your team spends its hours on advice rather than administration.
Not modules you have to wire together. Work that happens on your book, whether or not you asked this morning.
Every entity, every ownership percentage, every layer of look-through — and what all of it looked like on any date you name.
Drift, breach, and stall — caught when they happen rather than at quarterly review. On the book and on the business.
The paperwork arrives by email, upload, and forward. It gets sorted, understood, connected to the right entity, and put where you can find it.
The work is prepared before you sit down to it. You edit and approve; you do not start from an empty page.
Every figure traces to a source. Every action carries its reasoning. When the examiner asks, the answer is already assembled.
The question every principal asks first is not what the software can do. It is what it will do without being told.
Nothing leaves the firm and nothing moves money without a person approving it. Every action Hollis is permitted to take sits in a fixed vocabulary, and every verb in that vocabulary carries a tier that determines how far it can go alone.
Tell us how your firm runs today and where the manual work sits. We will show you the parts of it Hollis already handles.
Or write directly —
hello@hollisworks.com