4 Tips for Improving Your Financial Advisor and Client Relationship
Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor.
Stay Connected from Anywhere with the Practifi Mobile Experience
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.
Elevate Your Firm’s Cybersecurity with Practifi Protect
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.
How to Create a More Tangible Client Experience and Reduce Churn
The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.
Why Advisors Need More Than a CRM
Everyone who works at your firm has different needs, routines and workflows. If your CRM only allows for a single view common to all of your stakeholders, it’s a sign you’re in need of an improvement.
eBook: Under the Hood of Compliance Audits
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.
4 Ways Practifi is Compliant By Design
Forward-thinking financial advisory firms face an increasing number of challenges. In addition to fee compression, strong market competition, shrinking margins and increasing cyberattacks, firms also have to navigate and comply with country-specific regulations.
How RIAs Can Simplify Compliance With Software
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.
How Technology Helps Firms Thrive, Not Just Survive
For financial advice firms, continued growth is always the name of the game. But how each firm goes about expanding its business depends on its size and client base. Whatever your firm’s goals, ensuring that you are using proper, modern technology is essential to meeting them.
Envestnet Expands Partnership with Practifi, Widening Integration to Reach More Advisors via Leading Unified...
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.