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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/

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    Is Your CRM Ready for Your Next Audit?

    Practifi DWN Staff - 0
    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.

    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®.

    Practifi Named ‘High Performer’ in G2’s Spring 2021 Reports

    Practifi DWN Staff - 0
    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.
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