Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
As AI adoption accelerates, so does the hidden risk within fragmented tech stacks. On Advisors Off Script, Practifi CEO Adrian Johnstone shares a candid perspective on “risk surface,” the dangers of unchecked integrations, and what advisory firms should be considering before adding new AI tools.
The most critical AI use case for RIAs today isn’t productivity—it’s compliance oversight. Yet few providers are building for it. In Financial Advisor Magazine, Practifi CEO Adrian Johnstone explores why that gap matters and where firms should focus next.
In ThinkAdvisor, Head of Product Conor Curtis explores why adding AI tools without rethinking workflows often creates a “Frankenstack” that adds noise instead of efficiency.
In VettaFi Advisor Perspectives, CEO Adrian Johnstone and Chief Architect Dan Arnison explain why AI in wealth management must be auditable, explainable, and built for regulated environments as agentic AI takes on more responsibility.
Our CEO AJ Johnstone shares with Advisorpedia why most firms aren’t truly AI ready, and how active workflows, not reactive ones, unlock real value. Read the full piece on improving AI readiness after an acquisition.
At T3, Brooke Deese, Practifi’s Director of Growth and Partnerships, shared how CRM and AI can work together to strengthen advisor‑client relationships. Read the full feature in Wealth Solutions Report.
CEO Adrian Johnstone joined Richard Walker on The Customer Wins podcast to explore why starting with client outcomes — not shiny tools — is the key. He shares quick, candid insights on workflow automation, preventing AI hallucinations, measuring real ROI, and why AI only works when it’s built on a strong CRM foundation like Practifi.
In collaboration with The Oasis Group, Practifi sponsored a white paper that reframes CRM selection for advisory firms through phased implementation and unified data strategy, offering actionable guidance for smarter CRM decisions in wealth management. Read the full press release on Business Wire.
In Financial Advisor Magazine, COO Emily Wilcox highlights how AI‑powered workflows help firms overcome operational bottlenecks and guide staff through every step with greater clarity and consistency.
CEO Adrian Johnstone explains why effective AI adoption isn’t about automating everything, but knowing what not to automate—showing how RIAs can ease administrative work while preserving human judgment and client connection, featured in VettaFi Advisor Perspectives.
COO Emily Wilcox joined Matt Sonnen on The COO Roundtable to discuss Practifi’s growth, her leadership journey, and why an AI‑native CRM is essential for how RIAs scale and serve clients in 2026 and beyond.
AI Notetakers & Agentic OS for Financial Advisors: The 2026 Strategic Buyer’s Guide
AI notetakers are evolving into something much bigger, and Practifi is part of that shift.
In the 2026 AI Notetakers Buyer’s Guide, Practifi is recognized among a new category of CRM-native platforms embedding AI directly into advisor workflows, highlighting a growing divide between standalone tools and AI built into core systems.