Practifi

The business management platform that's built for growth
Practifi
Operating

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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Investors
Investor

Equity Venture Partners

Investor

Salesforce Ventures

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Taken on 2020-06
Blog Posts
25th November, 2024
Practifi Vermentino Release Notes

Practifi Albariño is here! With additional personalization and an improved user experience, there's ...

18th October, 2024
Attracting and Retaining Top Advisors: What’s Technology’s Role?

Find out why financial advisory clients decide to stay loyal or leave and fine-tune your financial a...

8th October, 2024
Selecting the Right Wealth Management CRM

Four Steps to Selecting the Right Wealth Management CRM for Your Advisory Firm When it comes to your...

8th October, 2024
Selecting the Right Wealth Management CRM

... The post Selecting the Right Wealth Management CRM appeared first on Practifi .

8th October, 2024
Letting Go Of The Relationship ‘Baggage’ RIAs Carry Into Their CRMs

... The post Letting Go Of The Relationship ‘Baggage’ RIAs Carry Into Their CRMs appeared first on P...

8th October, 2024
Letting Go Of The Relationship ‘Baggage’ RIAs Carry Into Their CRMs

... The post Letting Go Of The Relationship ‘Baggage’ RIAs Carry Into Their CRMs appeared first on P...

8th October, 2024
For Growing RIAs, Single Role CRMs Don’t Make the Cut

... The post For Growing RIAs, Single Role CRMs Don’t Make the Cut appeared first on Practifi .

8th October, 2024
Financial Advisor CRM: The Importance of a Purpose-Built Solution

... The post Financial Advisor CRM: The Importance of a Purpose-Built Solution appeared first on Pra...

8th October, 2024
For Growing RIAs, Single Role CRMs Don’t Make the Cut

... The post For Growing RIAs, Single Role CRMs Don’t Make the Cut appeared first on Practifi .

30th September, 2024
Client Spotlight: Landis Wiley, Basepoint Wealth

... The post Client Spotlight: Landis Wiley, Basepoint Wealth appeared first on Practifi .

 Location
Sydney
 People
 Tags
#b2b
#crm
#financial management
#saas
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