AKILI®Risk Intelligence

For firms

Governance intelligence for modern professional practices.

One workspace for client profiles, assessment progress, risk scoring, and structured recommendations — for wealth advisors, CPAs, estate attorneys, succession planners, and family offices.

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  • Client Governance Profiles

    Centralize household governance context, intake, and assessment progress.

  • Risk Scoring & Recommendations

    Translate assessment outcomes into structured, advisor-ready guidance.

  • Family Continuity Planning

    Support succession frameworks and long-horizon continuity decisions.

See sample governance output ↓

Platform output

Governance intelligence at a glance

A sample household report from a 8-pillar engagement — composite scoring, maturity across the 10-domain catalog, and prioritized risks advisors can review with clients.

Sample report
Chen Family Office
Assessment completeMar 12, 2026142 questions · 8 of 10 pillars in scope

Governance resilience

73/ 100

Moderate risk

Aggregate maturity 2.2 / 3 · scored across active pillars with firm-customized weights

Active pillar breakdown

8 pillars selected for this engagement from the 10-pillar platform catalog.

Governance & Decision-Making

67

Maturity 2.0 / 3

Cyber & Digital Security

80

Maturity 2.4 / 3

Physical Security

70

Maturity 2.1 / 3

Protection & Risk Transfer

73

Maturity 2.2 / 3

Reputation & Social Risk

70

Maturity 2.1 / 3

Liquidity & Cash Management

77

Maturity 2.3 / 3

Tax Exposure

63

Maturity 1.9 / 3

Estate & Succession

53

Maturity 1.6 / 3 · Advisor focus area

Pillar coverage

All 10 platform pillars — active domains scored, inactive domains marked not in scope for this firm-configured engagement.

2550756780707370776353GovernanceCyberPhysicalInsuranceGeographic · N/AReputationLiquidityTaxEstateBehavioral · N/A

Priority remediations

  • High risk
    Estate & Succession

    No defined succession triggers

    Leadership transition criteria are informal — no documented events or timelines that would activate a handoff plan.

  • High risk
    Governance & Decision-Making

    Informal authority structure

    Major spending and investment decisions route through one family member without a shared decision framework.

  • Medium risk
    Governance & Decision-Making

    Undocumented governance framework

    Family council practices exist but are not captured in a charter reviewed within the last 24 months.

Recommended next step

Facilitate a succession planning workshop with the family council — prioritize trigger definitions and authority documentation.

Illustrative sample. Actual output reflects each household's responses, firm pillar selection, and methodology settings.

How it works

Assess. Analyze. Act.

A straightforward workflow — from structured intake to firm-ready guidance.

  1. 1

    Assess

    Families complete a guided profile. Professional firms manage intake and progress from one workspace.

  2. 2

    Analyze

    Scores and pillar-level insights surface succession, authority, tax, and continuity gaps.

  3. 3

    Act

    Structured recommendations help firms and families address risks before they escalate.

Who it's for

One platform. Multiple professional front doors.

AKILI gives affluent families and the firms that serve them a shared system of record for governance risk — discreet for clients, structured for professional delivery.

Built for

  • Wealth advisors & RIAs

    Governance intelligence beyond portfolio planning.

  • CPAs & tax advisors

    Tax, liquidity, and continuity visibility in one profile.

  • Estate attorneys & succession planners

    Evidence-based succession and governance assessment.

  • Family offices

    Standardized governance across multi-generational clients.

  • Family leadership

    Clear frameworks for succession and decision-making.

Why firms trust AKILI

  • Private by design

    Encrypted responses, firm-controlled visibility.

  • Structured methodology

    Governed pillars — not a generic survey.

  • White-label & customizable

    Your branding, subdomain, intake, and methodology — clients experience your firm.

  • Action-oriented

    Prioritized risks and tailored recommendations.

Pricing

Modular tiers that grow with your practice

Four module tiers from structured assessments through portfolio analytics — compare what's included before you subscribe.

From $149 /mo

Essentials

Assessment + Reports + Client Plan

Structured assessment and client deliverables

  • 10-pillar assessments, PDF reports & action plans
  • Client pipeline, invitations & deliverables

Professional

Advisor customization + Enterprise overlays

Your methodology, your firm's voice

  • Everything in Essentials
  • Custom methodology, intake & assessment content

Business

Implementation tracking + milestones

Accountable implementation progress

  • Everything in Professional
  • Implementation stages & milestone checkpoints

Platinum

Continuous monitoring + reassessments + analytics

Ongoing governance intelligence

  • Everything in Business
  • Portfolio analytics & risk intelligence dashboard
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