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Automation for Everyone: Rewriting the Rulebook of Proactive Client Engagement

October 3, 2023

by Conor Curtis

3 Ways To Engage Clients With The Rulebook

October 3, 2023

by Allison

Product Updates

Practifi Petit Verdot Release Notes

by Allison

Feature Spotlight

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

by Finn Gilbert

Craft Data-Driven Marketing Campaigns With Practifi Promote

February 22, 2023

by Finn Gilbert

3 Benefits of Digital Account Openings

November 14, 2022

by Allison

Introducing: The New Microsoft 365 Sync

October 24, 2022

by Finn Gilbert

3 Ways Practifi Propel Helps Executives Make Data-Driven Decisions

September 14, 2022

by Allison

Product Updates

Practifi Cinsault Release Notes

September 12, 2022

by Allison

Why 2022 Is the “Year of the Workflow” at Practifi

September 6, 2022

by Conor Curtis

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

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