WealthStack Roundup: Practifi Pivoting to AI-Driven CRM Called Sentir

Published on August 27, 2026

In other advisor tech news, Morningstar and PitchBook sign a deal with Google’s Gemini for information sharing, AssetMark launches Talk Tracks to convert portfolio data into client discussion, and WealthReach and VastAdvisor partner to convert user search into marketing outreach.