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2024: Practifi’s Year in Review 

By Team Practifi

2024 was truly a year of tremendous growth, transformation and achievement for us. We had the privilege of attending industry-leading conferences, where we not only reconnected with long-time friends and colleagues but also forged new relationships that will shape our future collaborations. These interactions were not only inspiring but also instrumental in keeping us at the forefront of new trends and innovations. 

Throughout the year, we remained focused on enhancing our platform, working tirelessly to integrate valuable feedback from our clients into every product release. This constant collaboration has allowed us to refine and evolve, ensuring Practifi is even more aligned with the needs and expectations of those we serve. 

Our commitment to innovation and excellence was further validated by several prestigious accolades we received this year recognition that speaks to the hard work, dedication and passion of our entire team. These accomplishments are not just milestones, but a testament to the impact we’re making, both within the industry and for the clients we serve. 

Our team also had the chance to collaborate outside of work by participating in volunteer events, giving us a rewarding opportunity to give back to the community. Of course, we also maintained our tradition of hosting bi-annual summits, which provided us with an opportunity to grow, learn and connect in person plus, have a little fun and share some laughs. 

None of this would have been possible without the dedication of our amazing team, the trust of our clients, and the support of our partners. With that, we would love to take a moment to celebrate some of these major achievements and key events: 

Achievements and Conference Adventures

We are committed to developing a platform that not only meets the evolving needs of the industry but also enables us to deliver seamless, data-driven solutions for both our clients and their teams. That’s why we’re excited to share the acknowledgements we’ve received in 2024: 

  • WealthTech AmericasWon the CRM Provider award for our innovation and excellence. 
  • Wealth Management Industry AwardsFinalist in the category of Technology Provider – CRM.   Finovate Industry Awards
  • Wealthtech 100Named to the list and recognized as a leading global tech solution for asset managers and financial advisors.
  • ThinkAdvisor Luminaries Adrian Johnstone, CEO of Practifi was named a finalist for Executive of the Year, and our COO Emily Wilcox, was selected as a Next-Gen Rising Star.

Practifi was also named among the  top 3 CRMs for RIAs by InvestmentNews! 

Beyond the awards and accolades, 2024 was a milestone year for our team and leaders as they attended numerous industry events and conferences alongside our clients and partners. 

We had the chance to take the stage, learn from industry peers, and thoroughly enjoyed connecting with everyone. We’re excited to do it all again this year! 

Product Advancements and New Integrations

Driving the future of wealth management requires a commitment to continuous improvement. This year we introduced five product releases: 

Practifi Cabernet Franc

In February, we rolled out Practifi Cabernet Franc, adding finesse to Deliverables and workflow automation in this release. With a variety of new features and enhancements designed to make client servicing easier and processes smoother.

Practifi Montepulciano

In April, we rolled out Practifi Montepulciano, adding robust product enhancements across a wide range of product areas. With a variety of improvements based on client feedback, this release was to provide an even more seamless user experience.

Practifi Pinot Blanc

In July, we released out Practifi Pinot Blanc, which brought flexibility and automation to Deals, Services and Deliverables, giving firms the opportunity to streamline and monitor the commitments you make to your clients.

Practifi Zinfandel

In September, we launched Practifi Zinfandel, added product enhancements designed to meet the diverse needs of our users, providing smoother more efficient workflows. 

Practifi Vermentino

In November, we released Practifi Vermentino, to provide greater flexibility and control to our Deliverables feature, adding new frequency and due date options, enabling users to tailor their scheduling needs more precisely.

Connecting In Person and Giving Back

Twice a year, we gather for a company-wide summit a dynamic, two-day experience designed to inspire, connect and energize our team. Employees from across the country come together at our Chicago office, while our team in Australia hosts the same summit, with both locations enjoying a jam-packed agenda filled with insightful learning, valuable networking and lots of fun. It’s an opportunity to share best practices, hear from special guest speakers and strengthen the relationships that make our team truly exceptional. Whether we’re collaborating, innovating, or simply enjoying each other’s company, these summits are always a highlight of the year! 

 
Volunteering is another meaningful way we connect with one another and give back to our local communities. Each year, Practifi offers paid time off (PTO) for team members to volunteer with organizations that are meaningful to them. It’s an opportunity to make a positive impact, support causes we’re passionate about and strengthen our bond as a team.  

Special Thanks to Our Clients and Team

 

As we reflect on a successful 2024, we want to extend our deepest gratitude to our clients and partners for their ongoing trust, collaboration and the opportunity to be a part of their journey. A special thank you goes out to our incredible team for their unwavering dedication, hard work and commitment to advancing both our technology and company. The best is yet to come in 2025, and we’re excited to unveil what’s next! 

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