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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
| 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: www.practifi.com

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  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...

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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...

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