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FINTECH CORNER: From Vision to Reality – Why PractifiU Academy Works For Advisors

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A vision for an educational platform & resource for clients began last year, “PractifiU” started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehensive learning experience.

Practifi Propel Provides Advanced Analytics for Wealth Managers

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In the highly competitive and consolidating wealth management industry, firms that can leverage advanced analytics to organize and surface mission-critical data will come out...

Practifi Delivers Data-Driven Advanced Analytics For Wealth Management Industry

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CHICAGO, September 13, 2022 – Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualization...
NEWS BRIEF 2

Practifi Launches New Business Development App for Wealth Management Industry

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Practifi, a performance optimization platform for the wealth management industry, today announced the rollout of its latest application for business development (“BD app”). The...

How to Improve Operational Efficiency with Practifi’s Pre-Built Workflows

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Wealth management firms are amongst the most process-intensive businesses within the financial services sector. However, many firms struggle to adopt process automation because they lack an understanding of where to begin. 

Elevate Your Firm’s Cybersecurity with Practifi Protect

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Today’s largest wealth management firms are constantly under threat. Cyber criminals are working around the clock to hack into RIAs, IBDs and MFOs to access the large amounts of financial and personal data they manage.
NEWS BRIEF 4

Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms

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CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...

Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans

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Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.

Stay Connected from Anywhere with the Practifi Mobile Experience

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For many modern advisory teams, staying on top of daily to-do lists, communicating with clients and collaborating with team members can be difficult. This is made even more challenging with hybrid (or fully-remote) work setups, commuting and traveling or attending conferences and events. 
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Practifi Wins Wealthmanagement.com Award for Outstanding Achievement in CRM

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Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the Wealthmanagement.com 2021 Industry Award for CRM in the category of Technology Providers.