Feature Spotlight

by Finn Gilbert

Feature Spotlight

How to Improve Operational Efficiency with Practifi’s Pre-Built Workflows

June 21, 2022

by Allison

Feature Spotlight

How to Use Automated Deliverables to Reduce Regulatory Risk

September 9, 2021

by Allison

Feature Spotlight

Stay Connected from Anywhere with the Practifi Mobile Experience

August 1, 2021

by Chloe

Feature Spotlight

Feature Spotlight: Reports & Dashboards

February 2, 2021

by Allison

Feature Spotlight

Feature Spotlight: Bulk Prospect Wizard

June 19, 2020

by Allison

Feature Spotlight

Feature Spotlight: Client Profile Tear Sheet

May 1, 2020

by Allison

Feature Spotlight

Feature Spotlight: Task & Interaction Full Views

April 3, 2020

by Allison

Feature Spotlight

Feature Spotlight: Mass Tagging Records

March 20, 2020

by Allison

Feature Spotlight

Mobile Experience Feature Spotlight: Prospect Management

January 31, 2020

by Allison

1 2

Browse Categories

Check out our new eBook: Why Unifying Data Is The Key To A Great Client Experience

Get My Copy

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

Overview

FEATURES
INTEGRATIONS
PLATFORM ADD-ONS

Resources

BLOG
FAQ
SUPPORT
PRACTIFI API
PRACTIFIU

Company

ABOUT US
CAREERS
IN THE NEWS
MEDIA KIT
PRESS RELEASES
LEGAL

Demo

Contact Us

Please share your location to continue.

Check our help guide for more info.