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Practifi’s product suite solves this problem by providing a single, unified workspace for every role in an advisory firm. With rich client views, intelligent automation and advanced analytics, Practifi helps advisory firms build better client relationships and scale sustainably
With offices in Sydney and Chicago, and loyal clients across North America and APAC, Practifi provides the foundation and support needed to build the financial advisory firm of the future. To learn more, visit practifi.com.
Built on Salesforce Lightning and made for the industry, Practifi is a business management platform designed for high-performing financial advice firms. Bespoke apps for Advisors, Client Service, Compliance, Marketing and Management bring key teams into a single, unified platform. We work with the Salesforce Appexchange and industry-leading portfolio management, custodians, financial planning, document storage and office collaboration tools to unify client financial data in one secure location.
Practifi is the single, unified workspace for every role in a high-performing advisory firm. With insightful dashboards, rich client views, intelligent automation and advanced analytics, Practifi helps Advisory, Client Service, Compliance, Management and Marketing teams gain actionable insights and improve operational efficiency to deliver exceptional client services. ...