Five capabilities. One advisor desk.
Each runs on the Pravar platform, drawing on the same client record, the same firm memory and the same governance.
The relationships that need you, ranked, with the reason attached.
Pravar reads more than 100 signals from inside the firm and beyond it: a large outflow, a quiet year without contact, a business sale on a public registry, an heir approaching an age that matters. It tells the advisor which households need attention this week and why. Every prompt shows the signals behind it and where each came from, so the advisor weighs the evidence rather than trusting a score.
Walk in knowing what to say, not just what they own.
Before every review, Pravar assembles a brief from the CRM, the portfolio system, the plan and the last conversation. It sets out what has changed since the family last met, what they are likely to raise and where the portfolio has drifted from the mandate, then closes with recommendations the advisor can accept, amend or discard. Preparation that once took an afternoon now takes a careful read.
Every conversation ends with a list, not a memory.
After the meeting, Pravar turns the conversation into a clean record: a CRM note, the commitments each side made, and action items routed to the right person with a date attached. Nothing depends on the advisor recalling what the client mentioned on the way out. Each item is proposed for approval before it is written to any system.
Ask about any household the way you would ask a colleague.
Which of my clients hold the fund we downgraded last week? What did the Okafors own before the outflow? Advisors ask in plain language and receive answers drawn from the firm's own systems, with every figure traced to its source and its as-of date. When the record holds nothing, Pravar says so rather than guessing.
Reports written for one family, not for the file.
Quarterly reports and review packs are built household by household, around the family's goals, the questions they asked last time and the level of detail they prefer. Figures come directly from the portfolio system and are never retyped. Commentary is drafted in the firm's voice and marked for review, and compliance can see how every page was assembled.
Compliance can stand behind it.
Rules are enforced before an agent acts, sensitive data is redacted before a model sees it, and every recommendation, draft and approval leaves a record the firm can review. The advisor's judgment stays where regulation places it.
See the full security architecture →Inside the tools advisors already use.
Pravar for Advisors reads from and writes to the CRM, portfolio, planning and email systems the firm already runs. Nothing is ripped out and no one learns another login.
