Unify your teams and data in one platform for your entire firm.
Bespoke apps for financial advisers, business development, client service, compliance, marketing and management teams display information relevant to each user and enable teams to share data collaboratively.
View your most important items of the day and progress towards goals with a personalised home dashboard.
Act quickly on time-sensitive items and follow up on overdue tasks and client deliverables.
Provide exceptional advice by having access to clients’ financials, service agreements, goals and notes in one place.
Detailed client overviews allow you to see FUM, active services, open tasks and recent interactions so you always know the status of each client.
Automate and scale task management with a powerful workflow engine capable of handling complex, multi-outcome processes.
Leverage pre-built workflows for account openings, annual reviews and new onboardings so you don’t have to start from scratch.
Enjoy a top-down view of team, division and adviser productivity with customisable reports and performance dashboards.
Identify your most profitable clients and monitor the financial health of your firm.
Feel at ease working in a platform that has compliance built-in to workflows and automation.
By managing client deliverables, documenting processes and logging client interactions within Practifi, data supervision and extraction are easy.
Leverage Practifi data to identify opportunities and craft data-driven campaigns that delight clients and engage prospects.
Bring together your client’s most important financial and servicing information into a single, integrated client portal.
Test product upgrades, experiment with custom enhancements and facilitate team training in a separate sandbox environment.
Defend sensitive client data and strengthen your firm’s cloud infrastructure with an additional layer of security.Â
Schedule time with a member of the Practifi team today.
Read about the latest product enhancements on our blog.
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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