Location
Sydney
Links & Contact
Founders

Startup
Operating

Practifi

The business management platform that's built for growth

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.

Videos
Jobs
Mid/ Senior Developer
Product & Technology, Full-time
Sydney, NSW
Posted 1 months ago
Investors
Investor

Equity Venture Partners

Investor

Salesforce Ventures

Images
Taken on 2020-06
Blog Posts
21st July, 2020
The New CFP Standards: What Does It Mean for Fintech?

With the enforcement of new CFP standards, the role of Fintech is even more important in helping mee...

17th July, 2020
Integration Spotlight: Schwab

Enjoy a unified view, simplify compliance and build better client relationships with the Practifi fo...

1st July, 2020
Is It Time to Rethink Your Firm’s Value Proposition?

Check out 4 ways Practifi is helping remote teams improve efficiency and manage productivity in usef...

19th June, 2020
Feature Spotlight: Bulk Prospect Wizard

In Practifi Tempranillo, we introduced the new Bulk Prospect Wizard feature so you can supercharge y...

11th June, 2020
How Technology Helps Advisory Firms Thrive, Not Just Survive

Check out 4 ways Practifi is helping remote teams improve efficiency and manage productivity in usef...

26th May, 2020
Practifi Tempranillo Release Notes

Our second release of 2020 has arrived! Practifi Tempranillo brings you new Schwab and Pershing capa...

15th May, 2020
Integration Spotlight: Microsoft Outlook

Enjoy a unified view, simplify compliance and build better client relationships with the Practifi fo...

7th May, 2020
How to Manage Remote Teams with Practifi

Check out 4 ways Practifi is helping remote teams improve efficiency and manage productivity in usef...

1st May, 2020
Feature Spotlight: Client Profile Tear Sheet

In our latest release Practifi Chardonnay, we introduced Client Full View and Tear Sheet capabilitie...

23rd April, 2020
4 Ways to Boost Team Collaboration with Practifi

Check out 4 ways Practifi is helping financial advisors strengthen relationships with clients by sup...