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Practifi
The business management platform that's built for growthPractifi
Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through a clean, intuitive interface. Today's leaders need access to real-time data on every aspect of the business. Practifi delivers a 360 degree view across complex industry and revenue data as well as everyday interactions like email, meetings, documents, SMS and calls. Automate workflows, integrate point solutions and build the advice business you've always imagined. Follow and engage with us here or via Twitter @Practifi. Better still, stop by for a quality glass of red next time you're in downtown Sydney. Practifi has offices in Sydney (HQ) and Chicago with clients across APAC, Europe and North America.
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9th July, 2024
Technology and the Generational Wealth Transfer
Find out why financial advisory clients decide to stay loyal or leave and fine-tune your financial a...
6th July, 2024
Practifi Pinot Blanc Release Notes
Practifi Albariño is here! With additional personalization and an improved user experience, there's ...
27th June, 2024
Establishing a Strong Financial Advisor Client Relationship
Find out why financial advisory clients decide to stay loyal or leave and fine-tune your financial a...
24th June, 2024
CRM Selection: The Power of Internal Needs Assessment
Find out why financial advisory clients decide to stay loyal or leave and fine-tune your financial a...
13th June, 2024
Data Drives Value – Why Good CRM Systems Shine in M&A Processes
Find out why financial advisory clients decide to stay loyal or leave and fine-tune your financial a...
31st May, 2024
Opportunities Of The Generational Wealth Transfer
With Practifi’s enterprise grade report and dashboard capabilities, you have everything you need to ...
28th May, 2024
Risk Of The Generational Wealth Transfer
With Practifi’s enterprise grade report and dashboard capabilities, you have everything you need to ...
21st May, 2024
3 Steps To Ace Your Tech Implementation
With Practifi’s enterprise grade report and dashboard capabilities, you have everything you need to ...
7th May, 2024
3 Things RIAs Should Do This Year To Improve Client Communication
With Practifi’s enterprise grade report and dashboard capabilities, you have everything you need to ...
30th April, 2024
Client Spotlight: Zane Keller, First Foundation Advisors
Into the year 2022, Practifi is expanding. Keep reading to learn more about new team members that jo...