Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
In AdvisorPedia, CEO Adrian Johnstone warns that many PE-backed RIAs overlook CRM’s as a value driver, missing hiden workflow and integration costs that limit scale and long-term value.
In VettaFi Advisor Perspectives, COO Emily Wilcox explains why trust, transparency, and early advisor involvement are essentials for successful AI adoption.
Featured in WealthTech Roundup, CEO Adrian Johnstone highlights how Practifi Intelligence brings an AI-first layer to our CRM, empowering advisors with smarter workflows, automated insights, and stronger client outcomes.
In Dwealth News’ Advisor Tech Talk, Practifi Intelligence is highlighted for applying an AI-first framework that enhances advisor workflows without disrupting existing systems.
Practifi Intelligence is featured for bringing conversation summaries, automated workflows, and intelligence follow-ups directly into the Practifi CRM.
WealthManagement.com spotlights Practifi’s launch of Practifi Intelligence, emphasizing its embedded AI capabilities that strengthen advisor efficiency across Relationship, Meeting, and Admin workflows.
CEO Adrian Johnstone breaks down how advisory firms can escape operational complexity by aligning clear goals with a centralized, purpose-built tech stack.
Published in Think Advisor, our head of product, Conor Curtis, highlights how thoughtful, well-designed AI can transform advisor workflows while strengthening—not competing with—client relationships.
In Wealth Solutions Report, our CEO, Adrian Johnstone, outlines practical guidance for firms evaluating AI partners — highlighting the importance of alignment in vision, fit with existing workflows, and long-term adaptability of the solution.
In its annual review, InvestmentNews ranked Practifi #6 among the best CRM platforms for RIAs, recognizing its balance of customizability, integration, affordability, and ability to evolve alongside advisory firms.
Emily Wilcox, our COO, explores tactical ways to maintain strong client engagement during slower periods—emphasizing proactive planning and consistent communication as key to sustaining momentum.
RIA Breakaway Waycrest: Building a Tech Stack from Scratch
Client Jay Hack shares how Practifi’s flexibility and “surgical nature” has meaningfully improved his workflow compared to broader platforms like Microsoft Dynamics.