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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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 .