Practifi

Practifi is a purpose-built financial advisor CRM and business management platform designed specifically for registered investment advisors (RIAs) and wealth management firms. It provides a unified, AI-powered solution that combines client relationship management with back-office operations, including pipeline management, workflow automation, and compliance monitoring. Built on Salesforce infrastructure, Practifi helps advisory firms scale efficiently while maintaining deep client relationships through intelligent insights and seamless ecosystem integrations.

LLM mention score

Normalized 0–100 · last 8 weeks

DataForSEO API

Get LLM mention data of any company via DataForSEO API

Get access to the structured data on keyword, brand, and website mentions in LLMs, including metrics like AI search volume, impressions, and mentions count.

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How to get LLM mention data →

// Fetch Practifi mentions
POST v3/ai_optimization/llm_mentions/search/live
[
    {
        "target": [
            {
                "keyword": "Practifi",
                "search_scope": ["any"]
            }
        ],
        "platform": "chat_gpt",
        "order_by" : ["ai_search_volume,desc"]
    }
]