PractiFI and MoneyBrilliant partner to offer a continuous financial planning proposition
PractiFI, the business management platform for financial services, today announced a partnership with MoneyBrilliant, a technology application improving the financial lives of clients, which will provide advisers with a continuous financial planning proposition.
PractiFI Rioja Release
Rioja (pronounced ree OH hah) is one of the most comprehensive updates we’ve ever made to PractiFI, featuring a completely new user interface, responsive design, significantly improved load times and dozens of new features.
As always, feel free to get in touch if you would like more specifics on any of the below.
CMSF 2017 - A perspective from FinTech Alley
As a participant in the superannuation industry for many years, I was intrigued by the prospect of being an exhibitor rather than a delegate at CMSF 2017. The intrigue was heightened because we were participating in the inaugural FinTech Alley concept. It was also our first ever conference outing as a firm.
PractiFI wins inaugural Salesforce PitchComp
Last week, Salesforce held the Sydney leg of their World Tour, which included their inaugural Salesforce PitchComp. PractiFI was one of three cloud based startups chosen to pitch and we are extremely proud to announce that despite the seriously stiff competition, we emerged as the victors!
Our Series A Fundraising: Everything You Need to Know
I'm incredibly excited to announce that we're opening the doors…
PractiFI’s AMP Edition brings profitability to the centre of the business management conversation
Today’s financial planning businesses are increasingly aware of the need to closely manage upfront and ongoing revenue. Pressure on traditional revenue streams, competition from digital advice offerings and regulatory controls like FDS have combined to highlight the critical nature of revenue data.
PractiFI and SMS-Magic deliver integrated SMS in financial advice and superannuation
PractiFI, one of Australia’s leading financial services technology platforms, today announced an integration with SMS-Magic, which will enable PractiFi clients to communicate with their customers via SMS.
PractiFI and Riva deliver powerful CRM integration for financial services
PractiFI, a customer engagement platform for financial services, and Riva CRM Integration, a global technology leader in CRM and email integration trusted by 15 of the world’s largest banks, today announced a strategic partnership to benefit financial services businesses.
PractiFI Alsace Release
It's time for another wine. PractiFI Alsace fills your glass with a crisp set of new features and enhancements.
PractiFI Spa Experience is coming
Every now and then we can all benefit from a refresh. That's why we've refreshed the PractiFI user interface from the ground up so that it's better, stronger and faster. The result is the PractiFI Spa Experience, and as a PractiFI user, you're invited.
