Overview
Prak is an email-integrated orchestration platform designed to serve as an automated internal assistant for independent wealth management practices. The system intercepts client emails to interpret structural intents, autonomously spinning up secondary project tracking fields, cataloging incoming documentation into cloud architecture, and auto-populating CRM records. It leverages direct read-write API connectivity with institutional platforms such as Addepar to update alternative asset values dynamically and stage customized, up-to-date performance reports ahead of scheduled reviews.
