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Press Releases

Practifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management

  • Chicago
Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth
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Practifi Appoints Adrian Johnstone as New CEO

  • Chicago
Johnstone succeeds Glenn Elliott at the helm of the rapidly-growing fintech platform that optimizes performance and workflow for wealth management professionals
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Practifi Selected As Performance Optimization Platform by Concurrent Advisors

  • Chicago
Practifi’s Scalable CRM Offering Will Strengthen Concurrent’s Mission of Empowering Advisors’ Entrepreneurship
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Practifi Names Tim Highland as Head of Product Stategy

  • Chicago
Wealth Management Veteran to Advance Development of Solutions that Enable Firms to Scale and Better Utilize Data to Deliver Personalized Advisory Services
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Practifi Delivers Data-Driven Advanced Analytics for Wealth Management Industry

  • Chicago
Practifi Propel Puts Executives in the Driver’s Seat With New Advanced Analytics to Organize and Surface Mission-Critical Data
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Practifi Bolsters Go-To-Market Strategy and Prepares for Growth

  • Sydney
Industry-leading capabilities and pedigree at the centre of Practifi’s ethos as the award-winning performance optimisation platform braces for growth with strategic APAC leadership appointment.
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Practifi Launches New Business Development App for Wealth Management Industry

  • Chicago
Cloud-Based Solution Provider’s Deal Pipeline Management App Meets Industry Demand For All-In-One Platform That Tracks, Manages M&A Activity
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Practifi Expands Consulting Network With Red Rock Strategic Partners

  • Chicago
Wealthtech Provider Partners with Industry-Leading Consulting House to Drive Client ROI and Adoption.
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Practifi Announces  Integration With Voyant

  • Sydney
Global performance optimisation platform extends integration network with dynamic financial planning solution for Australian advisers
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Practifi Announces On-Demand Learning Platform as Part of Continued Dedication to Client Success

  • Chicago
PractifiU provides wealth management firms personalized learning experiences, powering greater adoption and success for firms at scale
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Practifi Sustains New Growth Momentum With New Hires Across Teams

  • Chicago
Seasoned Executives Bring Unparalleled Expertise in Sales and Project Management to Practifi’s Team
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Practifi To Expand Australian Footprint

  • Sydney
Wealthtech Provider Sets Its Sight on Powering the Future of Wealth Management and Financial Advice
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