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 driving revenue, as well as which ones may need a closer look due to their high servicing costs.

Reduce risk exposure
Minimize risk with a comprehensive overview of client demographics. See how many clients are in each age band, identify the average client tenure and proactively adjust client distribution in case of a sudden advisor departure.

Monitor business performance
Ensure the firm is on track with detailed pipeline reporting. Monitor prospect and deal performance by age band, segmentation, add-on, service type and advisor to ensure the business is growing as intended.

Superior power for future-focused firms
Combining the power of CRM Analytics and Practifi’s industry-specific design, Practifi Propel helps wealth management firms understand the past and prepare for the future.