
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.
