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

Client Spotlight: Landis Wiley, Basepoint Wealth

Practifi Zinfandel Release Notes

Why Tech Adoption is Crucial for Advisor Success

Beyond Assessment: Selecting Your CRM with Confidence

Technology and the Generational Wealth Transfer

Practifi Pinot Blanc Release Notes

Establishing a Strong Financial Advisor Client Relationship

CRM Selection: The Power of Internal Needs Assessment

Data Drives Value – Why Good CRM Systems Shine in M&A Processes

Opportunities Of The Generational Wealth Transfer

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