
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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Blog Posts
28th March, 2025
Women’s History Month Spotlight with Alyssa May
... The post Women’s History Month Spotlight with Alyssa May appeared first on Practifi .
25th March, 2025
Women’s History Month Spotlight with Tina Powell
... The post Women’s History Month Spotlight with Tina Powell appeared first on Practifi .
20th March, 2025
Revolutionizing Wealth Managment: The Rise of Agentic AI
... The post Revolutionizing Wealth Managment: The Rise of Agentic AI appeared first on Practifi .
18th March, 2025
Women’s History Month Spotlight with Amy DeTolla
... The post Women’s History Month Spotlight with Amy DeTolla appeared first on Practifi .
11th March, 2025
Women’s History Month Spotlight with Lisa Crafford
... The post Women’s History Month Spotlight with Lisa Crafford appeared first on Practifi .
6th March, 2025
The Future of Wealth Management: Practifi’s Vision for an AI-Powered CRM
... The post The Future of Wealth Management: Practifi’s Vision for an AI-Powered CRM appeared first...
9th February, 2025
Practifi Graciano Release Notes
Practifi Graciano is here! With additional personalization and an improved user experience, there's ...
29th January, 2025
7 Financial Planning CRM Best Practices for 2025
... The post 7 Financial Planning CRM Best Practices for 2025 appeared first on Practifi .
21st January, 2025
What is CRM in financial planning?
... The post What is CRM in financial planning? appeared first on Practifi .
16th January, 2025
2024: Practifi’s Year in Review
... The post 2024: Practifi’s Year in Review appeared first on Practifi .