Practifi
HQ Address
L12, 309 Kent St, Sydney NSW 2000, Australia
Website Address
Business introduction
Growing financial advice the world over
Our clients are trusted to grow the prosperity of millions of customers around the world. Our job is to make that an easier, more connected and more delightful experience than ever before
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.
Practifi Solutions
Practifi
Unify data from multiple sources Experience a complete view of your clients by unifying data across people and systems. With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth so teams can have 100% confidence in every decision they make. Make everyday processes easier and......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
Practifi Portals
A single, integrated hub for your clients While many investors have to navigate through multiple platforms to make decisions about their finances, Practifi Portals display your clients’ important financial information in a single, integrated hub that’s accessible from any device. Increase transparency Exhibit how and where you’re investing their assets, display portfolio performance......
business needs
view solutionPractifi Promote
Drive marketing results for your firm Practifi Promote helps marketing teams build segmented lists, create more meaningful connections and track campaign performance across the full customer lifecycle. Build segmented lists Use Practifi data, such as financial products, AUM, location and age to build segmented lists for campaigns. Create meaningful connections Leverage data insights to craft targeted campaigns......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
Practifi Propel
An elegant and powerful BI experience With easy access to client, profitability and business health data, executives can future-proof the firm, reduce risk exposure and monitor business performance. Future-proof the firm Gain a top-down view of profitability so you can plan for the future. Identify which age bands, clients, regions and divisions are......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
Practifi Protect
Comprehensive coverage Practifi Protect gives you comprehensive protection so your firm can protect client data, improve oversight and proactively prepare for audits as you continue to scale. Protect client data Protect sensitive client data with the highest level of security available. Encrypt data at rest across all your Practifi apps so personal and financial......
business needs
view solutionPractifi Sandbox
A safe place to test, train and innovate Practifi Sandbox helps fuel your firm’s innovation by providing a safe environment to facilitate team training, upgrade your platform and test new customizations. Train teams quickly Train your teams on new product features or customizations in an isolated environment. Manage risks effectively Test new product releases and customizations......
business needs
- Market & Business Infrastructure
- Software Development & Management
- Technology Implementation & Management
