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Practifi

More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms. Practifi’s innovative product suite helps advisory teams integrate systems and automate processes while maximizing revenue, boosting growth, and strengthening client relationships. With a focus on client success and product innovation, Practifi provides the foundation and support needed to build the financial advisory firm of the future. Practifi was founded in Sydney, Australia, and has U.S. headquarters in Chicago. To learn more, visit practifi.com.

5 Ways Advisors Use CRMs Wrong

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You would have difficulty finding a financial advisor who doesn’t use some kind of client relationship management (CRM) system. Tools for organising and nurturing clients have been around for decades, but simply possessing a CRM system doesn’t equate to great client service.

How RIAs Can Simplify Compliance With Software

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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.

4 Ways Practifi is Compliant By Design

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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.

Elevate Your Firm’s Cybersecurity with Practifi Protect

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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.

Why Advisors Need More Than a CRM

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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.

Is Your CRM Ready for Your Next Audit?

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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.

4 Benefits of Workflow Automation

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With workflow automation, standard processes can be designed and managed within a single platform. Processes like the one mentioned above can be kicked off automatically, assigning tasks to the appropriate team members and triggering a number of other steps.

How Technology Helps Firms Thrive, Not Just Survive

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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®

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Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.

eBook: Under the Hood of Compliance Audits

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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.