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Practifi Case Study

Egnyte and Practifi Power Growing Financial Advice Firms Around the World

With Aaron Soloranzo, Director of Information Technology at EP Wealth Advisors

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Growing financial advice the world over

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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...

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by Practifi
| 02/12/2021 12:00:00

EP Wealth Advisors was looking to reunify departments and run all processes through one single source and one CRM. Practifi stood out as the new CRM solution because of its specific design for financial advice firms, as well as its ease of use, automated workflows and monitoring features. Practifi’s seamless integration with Egnyte made it the perfect choice for EP Wealth Advisors.

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