Prak provides an intelligent agent that works in the background. Our system seamlessly and securely integrates - and operates - your organization’s diverse software stack.
Prak operates in real-time within your email, eliminating the need for platform switching
No more manual data entry.
Prak handles data entries in CRM, performance reporting, and task management platforms for advisors reducing the chances of human error when inputing these values.
No more fragmented file locations.
Prak organizes and maintains consistent records, offering the most comprehensive and searchable client relationship data.
A day in the life of Prak.
Journey through how Prak will help your RIA team in just one day.
Prak will discover 100-200 insights per day making sure you don’t miss anything important.
Approximately 60% of the insights will be vital tasks that Prak can execute at your direction.
Each task completed utilizing Prak will save you up to 30 minutes.
Prak users save on average 15 – 20% of their daily time spent.
Operative AI is tailored to support your needs.
Prak’s engine is driven by a combination of AI natural language processing, robotic process automation, RHLF and RAG procedures. The resulting Agent works in the background with each advisor to operate the bespoke portions of their technology stack.