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
Video from Practifi

Practifi Propel: Make better data-driven decisions

Share this resource
company

Growing financial advice the world over

View Solution Provider Profile

Connect with Practifi

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
| 06/10/2020 12:00:00

 

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 can make informed decisions quickly.

play Video

More from Practifi

Practifi Product Tour

by Practifi | 20/09/2020 12:00:00

In order for today's wealth management firms to build better relationships and scale sustainably, you need the right technology partner. That's where Practifi comes in, bringing together all of the...

What is Practifi?

by Practifi | 19/10/2018 12:00:00

Practifi is the business management platform for financial advice. Run your business on the cloud, automate your processes, integrate your point solutions and grow your business, your way. Learn more:...

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