RIAs run on 6-8 systems that don't talk to each other. Your team is the integration layer. That's not a strategy. @praktikantai praktikantai.com #RIA #WealthManagement #OperativeAI
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RIA ops staff aren't advisors. They're human middleware — copying data between Addepar, SharePoint, Outlook, and Practifi. That's the entire job description. @praktikantai praktikantai.com #RIA #WealthTech #OperativeAI
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Utilizing these professionals to operate your wealthstack is not the most efficient way to grow your RIA. They are expensive human middleware. Solve this burden with Prak #OperativeAI
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85% of meeting prep: gone. Per advisor. That's not a nice-to-have — that's the difference between scaling and adding headcount. @praktikantai #OperativeAI #WealthTech praktikantai.com
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As your harness gets better, you become more efficient with the jobs/token based model providers (and, to wit, more energy efficient)- because the harness will provide a more fulsome targeting of the actual job to be done #OperativeAi for #RIAs
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The new sexy Ai front end that legacy providers are extending will open one door for you, and maybe even shoot a werewolf...but after that, your harness takes over #OperativeAI for #RIAs
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"if the horse don't pull, you've got to carry the load"
Hunter/Garcia, 1970- foreseeing the underperformance of certain agentic #harness applications relative to their #orchestration promises. #OperativeAI
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It's amazing how much this can slow down an advisor on any given day- or even make agentic workflows worthless. Agent Awareness is key to make sure your don't burn compute-or worse- present irrelevant numbers amidst market volatility- #OperativeAI for #RIAs
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This is why RIAs use Prak to orchestrate all of their A2A workflows- especially as wealth tech cos start to put agents on their front end. #OperativeAI #RIAs
I have agents in Notion, Claude, Clay, HubSpot, plus OpenClaw running a mini army…
At this point I need an agent to track my agents 😂
Need a personal mission control for digital workers.
No setup. No glue code. Zero lift.
Who’s building it?
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Thankful for our clients and the fiduciary leadership they provide to their investors and clients! #OperativeAi for #RIAs #IndependentWealth
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Gonna be a steep learning curve for those behind on AI native orchestration platforms. #OperativeAi for #RIAs
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Every time I try to ask Copilot for help on presentation modeling..... #Claude #OperativeAi for #RIAs
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How it feels when Prak does 4 things for you simultaneously while you are attending an important family event.
#OperativeAi for #RIAs #FamilyOffice
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true luxury is having something done for you, done right, without having to ask.
#operativeAI for #RIAs #Wealthtech
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