Practifi

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Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform 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.

Company Details

Employees
62
Founded
-
Address
226 N Morgan St, 500,australia
Phone
61280056557
Email
te****@****ifi.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
practifi.com
Keywords
CRM and practice management for financial advisers, brokers and accountants.
HQ
Chicago, Illinois
Competitors
Vanilla, Wealthbox, Orion, Skience, Holistiplan, Addepar, eMoney Advisor, Redtail Technology, RightCapital, Meldus.
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News

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows - Business Wire

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows Business Wire

Advisor360, Practifi, Wealthbox unveil advisor CRM updates - InvestmentNews

Advisor360, Practifi, Wealthbox unveil advisor CRM updates InvestmentNews

Flourish Announces Integration with Practifi - Yahoo Finance

Flourish Announces Integration with Practifi Yahoo Finance

Practifi: How To Maintain Clean, Actionable CRMs - Wealth Solutions Report

Practifi: How To Maintain Clean, Actionable CRMs Wealth Solutions Report

Practifi Appoints Thomas Westhoff as Vice President, Sales - citybiz

Practifi Appoints Thomas Westhoff as Vice President, Sales citybiz

Plano-Based Mili, an AI Meeting Assistant for Wealth Management Firms, Emerges from Stealth With $2M - Dallas Innovates

Plano-Based Mili, an AI Meeting Assistant for Wealth Management Firms, Emerges from Stealth With $2M Dallas Innovates

Practifi’s Emily Wilcox: The Australian COO disrupting the American fintech space - The Big Smoke | Australia

Practifi’s Emily Wilcox: The Australian COO disrupting the American fintech space The Big Smoke | Australia

Flourish bolsters RIA support with Salesforce integration - InvestmentNews

Flourish bolsters RIA support with Salesforce integration InvestmentNews

Practifi to expands further into Australian market - MoneyManagement.com.au

Practifi to expands further into Australian market MoneyManagement.com.au

Practifi launches cyber product to tackle remote working security threats - AdviserVoice

Practifi launches cyber product to tackle remote working security threats AdviserVoice

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