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Practifi

    Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.
    https://www.practifi.com/

    Latest

    How RIAs Can Simplify Compliance With Software

    Practifi DWN Staff - 0
    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 Announces Integration with Schwab Advisor Center®

    Practifi DWN Staff - 0
    Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.
    Press Release 3

    Envestnet Expands Partnership with Practifi, Widening Integration to Reach More Advisors via Leading Unified...

    Practifi DWN Staff - 0
    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.