Practifi

HQ Address

321 N Clark Street, Suite 675 Chicago IL 60654, United States

Website Address

www.practifi.com

Relevant Regions

Connect with Practifi
Business introduction

Today’s wealth management firms rely on a number of critical software platforms. However, when these software systems don’t ‘speak’ to each other, important client data becomes isolated in separate platforms. As a result, business efficiency stalls and client relationships suffer

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.

 

Practifi Propel: Make better data-driven decisions

06/10/2020

  Executives of today’s wealth management firms struggle to make data-driven decisions regarding clients, profitability and overall business health. Practifi Propel surfaces data in an elegant business intelligence experience so executives......

Practifi Product Tour

20/09/2020

What is Practifi?

19/10/2018

Business Overview

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.

Partners

Key Data

Year founded
2013
employees
51-200
offices
2
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Practifi Solutions

Practifi

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. ...

business needs
client geography presence
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