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

Practifi Vermentino Release Notes

Attracting and Retaining Top Advisors: What’s Technology’s Role?

Selecting the Right Wealth Management CRM

Letting Go Of The Relationship ‘Baggage’ RIAs Carry Into Their CRMs

Financial Advisor CRM: The Importance of a Purpose-Built Solution

For Growing RIAs, Single Role CRMs Don’t Make the Cut

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

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