OperativeAI for RIAs

Let Prak focus on [Action Item] so you can focus on what’s next.

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Integrated with all your needed essentials.

Prak provides an intelligent agent that works in the background. Our system seamlessly and securely integrates - and operates - your organization’s diverse software stack. 
Curious how it works?
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Curious how it works?
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Effortlessly manage documents & enhance client engagement.

Performance Reporting

Automatically generate client performance reports, ensuring timely and accurate deliverables.

CRM & Task Management

Capture relevant client communications, ensuring no important emails or tasks are missed to keep your team synchronized and compliant.

File Management

Seamlessly name and save documents to your cloud storage from emails and web sources, ensuring you never lose a file again.

Contextual Knowledge Index

Compile files, policies, and communications for each client, building the knowledge needed for effective relationship management.
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Designed to assist.

No more tab or window switching.

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. 
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Want a personal tour of Prak?

Get up and personal with the product through our free demo.

We’re a team of experts with hands-on experience.

Prak is the brainchild of a multi-billion dollar RIA and an accomplished software product development company.
Learn more about our story.
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Curious how Prak could benefit your RIA team?

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