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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/

    Random

    How Can Advisory Firms Build for the Digital Future?

    Practifi DWN Staff - 0
    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.

    The Importance of Data Cleanliness in Your Tech Stack

    Practifi DWN Staff - 0
    It’s easy to get starry-eyed with any new technology purchase. Platforms aimed at advisory firms typically promise the world, raising your expectations — sometimes to unrealistic levels. When those solutions fail to deliver enormous results, you might think the technology’s inherently flawed or ineffective. It didn’t live up to that promise, so clearly something must be wrong with the platform, right?
    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.
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