Practifi Announces Integration with Schwab Advisor Center®
Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.
Sarson Funds and QUBIC Labs Partner to Make Quincy the Bedrock of Boston Area...
Cryptocurrency investment and education firm Sarson Funds along with Quincy-based QUBIC Labs announced a new collaboration designed to make the historical City of Quincy a major blockchain technology innovation hub
Practifi Named ‘High Performer’ in G2’s Spring 2021 Reports
We’re proud to announce Practifi has won the Best Meets Requirements and High Performer badges in G2’s 2021 Spring Grid® Report for the Financial Services CRM category! This report acknowledges the top-rated solutions in the industry, as chosen by the source that matters the most: our clients.
Making a Market*r: Orion’s Brand New Marketing Solution Is Here
More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.