Operative Intelligence for RIAs

Your AI intern just got a command center.

PrakOS is the founder operating system for Praktikant AI. Pipeline health, customer signals, competitive shifts, and operational metrics, all in one place. Run the business, not the spreadsheets.

Open Command Center →
100-200
insights discovered daily
~60%
tasks executed autonomously
15-20%
daily time recaptured
What Prak Does

The operational backbone RIAs didn't know they needed.

Prak works in the background with each advisor, operating the bespoke portions of their tech stack. It captures communications, generates reports, manages CRM entries, and builds the knowledge index that makes every client relationship deeper.

  • Performance Reports
    Auto-generated client reports pulled from live portfolio data. No copy-paste, no manual formatting.
  • CRM & Task Capture
    Every email, every call, every to-do. Captured and logged without advisor intervention.
  • File Organization
    Documents named, filed, and stored to cloud. Compliance-ready, audit-friendly.
  • Knowledge Indexing
    Client files, policies, and communications compiled into a searchable knowledge base per relationship.

Plugs into the stack you already run.

Prak connects to the tools your advisors use daily.

Addepar
Outlook
Practifi
SharePoint
Monday.com
PowerPoint (soon)

Built by an RIA, for RIAs.

Praktikant AI was born inside a multi-billion dollar advisory firm. Not a tech lab guessing what advisors need, but an actual practice that felt the operational drag firsthand.

The name comes from the German word for "intern". Because every advisor deserves an infinitely capable intern who never sleeps, never forgets, and never makes a data entry error.

The future of RIA operations is autonomous.

Prak doesn't replace your team. It gives them back the hours they need to do what actually matters: serving clients.