Principals

More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.

he best way to prepare is to know what to expect and to provide your employees with the right tools and technology that streamline and automate compliance tasks.

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

Off-the-shelf customer relationship management (CRM) solutions were not built with specific advisor compliance issues in mind. As a result, many of these systems leave stakeholders less prepared for surprise audits than they would like to be.

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.

Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can focus on delighting their clients and growing their businesses.

Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.

Envestnet, Inc. (NYSE: ENV) announced today that it has expanded its partnership with Practifi, the business management platform powering high-performing financial advice firms around the world through solutions in automated workflows and unified data.

At Chalice, we pride ourselves on being purposely built to help people just like you, the small and midsize business owner. And I hope I’ve opened your eyes on all the ways that Chalice delivers unmatched value and ROI.

For small and mid-size businesses, adapting and evolving means going through a digital transformation. And historically, that’s been no easy task — that is, until Chalice Network was created.