Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
A workforce of AI agents designed for the regulatory realities of wealth management and anchored in real-world expertise, all built directly into the CRM.
Every agent in our always-on workforce is anchored in real-world wealth management expertise across a range of key specialties, and grounded in your firm’s own data.
Running continuously across every relationship, they surface a specialist-level read that’s always current and always reviewed before it acts.
The agent brings the insights. The advisor brings the judgment.
The best advisors don’t work alone. Our always-on team of AI agents spans three distinct layers and sixteen areas of expertise, helping advisors enter every conversation more informed, better prepared, and ready to focus on delivering value and building trust.
Every client conversation is an opportunity to strengthen the relationship, but only when advisors arrive fully informed. These agents automatically surface the operational picture including who matters, how the relationship has evolved, and what needs attention next, enabling advisors to focus on the client instead of the preparation.
Maps who matters around the client: key people, decision-makers, beneficiaries, and the gaps in that structure.
Reads the relationship's arc over time: engagement cadence, pivotal moments, and how it has evolved.
Keeps the advisor on top of what's open, blocked, or overdue, so nothing falls through the cracks between conversations.
Clients with complex financial lives need more than one kind of expertise. Firms that deliver it consistently across various disciplines build deeper trust, stronger retention, and a reputation that compounds over time. These eight agents bring that capability to every advisor on the team, each drawing on the same authoritative material a human specialist in that area would actually use.
Reads the financial plan as a whole: goals, net position, and cashflow.
Examines the portfolio through an allocation lens: concentration, positioning, and how the managed book maps to the client's goals.
Surfaces the tax angle: cost basis, rates, conversion timing, and account treatment.
Analyzes trust and beneficiary structure, transfer-tax headroom, and step-up considerations.
Maps the retirement picture: income sources, the bridge to retirement, conversion windows, and RMD exposure.
Assesses life, disability, and property coverage against the client's real exposures.
Reviews concentration, ownership and control, and succession or liquidity events for business-owning clients.
Explores charitable intent, giving vehicles, and strategy across the client's full financial picture.
The most important signals in a client relationship are not always captured in a field. These five agents analyze the human and strategic dimensions of every relationship, from sentiment and engagement to growth potential, generational connections, and life events, helping advisors understand not just what is happening, but what it means.
Reads the human texture of the relationship: sentiment, life-stage sensitivities, and whose voice carries.
Tracks outreach cadence, contact channels, and whether the relationship is advisor-led or client-driven.
Identifies where the relationship has room to deepen: share of wallet, breadth of mandate, and natural next conversations.
Maps the next generation: heirs, readiness for wealth transfer, and how to engage the rising generation.
Monitors life events in motion (a business sale, a child's education, retirement) and surfaces what each one should trigger.
Dispatches
Orientation
Every client record opens with the Briefing already written. Each specialist contributes its own dispatch, and a synthesis agent draws them together into one comprehensive view of the relationship. The advisor gets the full picture before they ask a single question.
Meeting Prep Workspace
Preparation
When an advisor opens the Meeting Prep Workspace, the Briefing and Dispatches are already there alongside the prep note. Agent intelligence is present from the moment preparation starts, not retrieved after the fact.
Noticeboard
What matters now
When an agent identifies something that needs attention, it surfaces an alert on the Noticeboard automatically. Advisors don’t need to go looking for what matters. It finds them.
Wealth management firms operate in one of the most regulated environments in financial services. Every AI output, every agent action, and every data access needs to be defensible. These agents are built with that reality at the center: permissions enforced at the data layer before any model processes anything, every action logged, and a complete audit trail available to compliance at any time. Firms don’t have to choose between intelligence and governance. They get both.
Request a demo and watch a specialist team of AI agents brief your advisors in real time.
