For firms
Quickstart for firms
Get your firm running on AKILI — advisor account, client invitations, pipeline, and branding.
Professional firms use AKILI as a white-label governance workspace: client profiles, intake, assessment progress, scoring, and structured recommendations in one place.
Create an advisor account
Register at Advisor signup, or sign in if you already subscribe. Advisors use email and password (not magic link).
Review your plan and modules
Open Pricing or Billing in the advisor hub to confirm which risk domains and client limits apply to your subscription.
Invite a household
From Invitations, create an invite and share the code (or branded start link) with the family. They begin at Start Assessment.
Track progress in the pipeline
The client pipeline shows intake status, review gates, assessment progress, and next actions across your book.
Apply firm branding (optional)
Upload your logo, set portal copy, and claim a subdomain so clients experience your firm — not a generic platform.