Practifi Blog

Insights, growth stories, product and company updates.

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.

Practifi Blog

Empower Every Team in Your RIA Firm With Practifi’s Role-Based Apps

Weathering Economic Downturns: 3 Tips for Recession-Proofing Your Advisory Firm

Finding Opportunity in Uncertainty: 4 Keys to Thriving Despite Difficult Conditions

T3 Tech Talk Lightning Round: Hot Takes on Hot Topics

3 Challenges Advisors Face During Volatile Markets

Craft Data-Driven Marketing Campaigns With Practifi Promote

2022: Practifi’s Year in Review

3 Benefits of Digital Account Openings

Introducing: The New Microsoft 365 Sync

How Technology Lets Wealth Management Firms Do More With Data

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Check out our newest paper: 9 FinTech Myths Your Firm Should Ditch

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