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Brand report · September 2026

Practifi: AI Visibility Report

When buyers ask ChatGPT, Claude, and Gemini about wealth management & financial advisor, Practifi ranks #15 of 15, a Visibility Score of 8 in Wealth Management & Financial Advisor .

These rankings are measured from what the three models know from training, not a live web search. The live-web grounded surface is rolling out across the index. Methodology.

How AI sees Practifi

Last in wealth management, invisible everywhere else.

Where it wins. Practifi earns a 16.7% mention rate in Wealth Management and Financial Advisor, which at least puts it on the board in a crowded 15-player field. The co-mention with Redtail and Salesforce Financial Services Cloud signals the AI models know what category it belongs to.

Where it loses. A score of 8.3 and a 0% first-pick rate mean the models consistently pass over Practifi when a buyer wants a direct recommendation. It is also absent from four of the major prompt themes including enterprise and startup contexts, so the only scenario where it surfaces is a broad best-overall query where 14 other tools rank ahead of it.

AI-generated analysis of the September 2026 measurements.

Wealth Management & Financial Advisor · #15 of 15

8 / 100 first snapshot (September 2026)

17%

mention rate (72 answers)

6

avg. position

0%

first pick

2%

share of voice

First snapshot: September 2026. The trend line appears with the second monthly measurement; no modeled history.

ChatGPT

13

Claude

9

Gemini

3

How the models portray Practifi

Being named is not the same as being recommended. Each mention is graded endorsed (a strong pick), listed (a neutral option), or caveated (named with a reservation).

42% 50% 8%

endorsed · 95% band 19–68% listed caveated graded across 12 mentions in Wealth Management & Financial Advisor answers

Prompt themes Practifi would want to own

Share of each theme's answers that mention Practifi. Hover a row for the exact prompt. Compare shapes on the head-to-head page.

Best overall

7/9

Use-case fit

2/9

Feature-led ask

2/9

Budget & alternatives

1/9

Top tools in 2026

0/9

Startup & small team

0/9

Enterprise pick

0/9

If you could pick one

0/9

Gaps Top tools in 2026 · Startup & small team · Enterprise pick · If you could pick one

Most co-mentioned competitors

Share of Practifi's mentions where the AI models name this brand in the same answer. That is the real competitive set in the AI channel.

Redtail

100%

Wealthbox

100%

Salesforce Financial Services Cloud

67%

Orion

67%

Tamarac

67%

MoneyGuidePro

58%

Scores are measured from real AI answers, refreshed monthly. Methodology.

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