The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Business Needs
Select Business Need
Resource Type
Select Search Type
Practifi Case Study

Supporting Financial Advisors

With Kyle Wesley, Chief Digital Officer at Bleakley Financial Group

Share this resource
company

Growing financial advice the world over

View Solution Provider Profile

Connect with Practifi

Practifi quick links

solution

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...

view solution
by Practifi
| 05/12/2021 12:00:00

Bleakley Financial wanted to further tailor its implementation around specific wealth management operations. They began exploring other options that would better support their financial advisors. Practifi, working as an overlay of Salesforce, quickly emerged as the most feasible solution.

More from Practifi

Time for an Upgrade and Overhaul

by Practifi | 04/05/2022 12:00:00

With the integration of Practifi and Box, Goelzer Investment Management streamlined the transition between CRM and file management, allowing for more centralized storage and fewer data inefficiencies.  Click on the image...

Growing Pains for a Growing Firm

by Practifi | 14/02/2022 12:00:00

Practifi stood out to Profusion Planning as they searched for a business management platform built for financial advisors with automated workflows, compliance monitoring, ease of use, and a multitude of...

Egnyte and Practifi Power Growing Financial Advice Firms Around the World

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...

Connect with Practifi

Send

Thanks for connecting with Practifi

We will inform Practifi of your interest and request that they connect with you.

Please sign up to see more

Sign up or login if a Wealth Manager

Register as a Solution Provider