Documentation

AKILI docs

How to use AKILI Risk Intelligence — guides for families completing a personal risk profile and firms managing client engagements.

AKILI Risk Intelligence is a governance intelligence platform for modern family wealth. Families complete a structured personal risk profile; professional firms manage intake, scoring, and recommendations from one workspace.

Use this documentation to learn how each part of the platform works — from invite codes and intake through assessment results, pipeline, and firm branding.

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Core guides

FamiliesIntake interviewA guided household profile that prepares the engagement before risk-domain assessments begin.FamiliesAssessmentModular risk domains scoped by your firm, with progress tracking and prioritized results.FirmsPipelineA single view of client lifecycle stages — invitations, intake, review, assessment, and monitoring.FirmsBranding & white-labelYour brand, your subdomain, your methodology — clients experience your firm, not a generic platform.