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Practifi Wins Wealthmanagement.com Award for Outstanding Achievement in CRM
Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the Wealthmanagement.com 2021 Industry Award for CRM in the category of Technology Providers.
Advisor Tech Talk: 9/21/21
Financial advisors are doing deals, strengthening their technology offerings and battening down the cybersecurity hatches.
Practifi Welcomes Tim Highland as Head of Professional Services
Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, today announced Tim Highland has joined the company as head of professional services. In this role, Highland will lead Practifi’s professional services team in onboarding clients, implementing new projects and enhancing the client journey.
Practifi Launches New Compliance Role-Based App To Platform, Enabling Firms To Proactively Mitigate Risk
CHICAGO, July 29, 2021 /PRNewswire/ -- Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new compliance-focused solution to its existing suite of innovative role-based apps. The revolutionary apps surface data, dashboards and reports most pertinent to the different roles within an organization helping teams save time, minimize risk and streamline processes.
REAL CLEAR CRYTPO: Keep Calm And HODL On – Don’t Worry So Much About...
Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.
Practifi’s Rapid Growth Continues With Sales Team Expansion
Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced that it has appointed Vlad Anghel, Eric Peters, and Roger Romero as the newest members of its rapidly expanding sales team. Anghel, Peters and Romero will serve as senior account executives, supporting Practifi’s deepening presence within the wealth management industry. These hires reflect the company’s position as a leading player in the industry and its aggressive growth strategy.
Is Your CRM Ready for Your Next Audit?
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.
Advisor Tech Talk (5/26/21)
Advisortech-focused firms have been busy in the last week raising capital, being crowned as unicorns and fueling consolidation in the space. Here is a roundup of the latest developments.
CircleBlack Partners with Robertson Stephens to Launch the Firm’s Wealth Management Digital Hub
CircleBlack has partnered with Robertson Stephens to serve as the firm’s digital hub, including a one-stop client portal as well as a centralized platform that seamlessly connects various third-party applications.
Practifi Announces Integration with Schwab Advisor Center®
Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.