6 Easy Cyber Initiatives to Add Value to Your Client Relationships
Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.
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.
How Can Advisory Firms Build for the Digital Future?
The financial services industry can’t afford to ignore the digital revolution any longer. If advisory firms had any lingering doubt about digital transformation’s importance, the COVID-19 pandemic swept it all away.
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.
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 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.
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.
Practifi Announces Integration with Schwab Advisor Center®
Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.
How to Use Automated Deliverables to Reduce Regulatory Risks
As a forward-thinking advisory firm, you know that to stay competitive against changing market forces, your services need to create value for your clients and your operations need to meet SEC compliance regulations.
How to Improve Data Quality with Data Best Practices
The highest performing advisory firms in the world leverage data analytics, AI and machine learning to gain insights into business performance and provide a superior client experience. By implementing and following data management best practices, these firms maximize value from their data and achieve their desired results.