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Feature Spotlight

Feature Spotlight, Product

Build Better Workflows Faster with Smart Process Builder

August 27, 2025

by Kali Skidelsky

Feature Spotlight, Product

Deliver Consistent Service with Follow-up Assistant

August 21, 2025

by Kali Skidelsky

Feature Spotlight

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

by Finn Gilbert

Feature Spotlight

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

by Rosa

Feature Spotlight

How to Use Automated Deliverables to Reduce Regulatory Risk

September 9, 2021

by Rosa

Feature Spotlight

Stay Connected from Anywhere with the Practifi Mobile Experience

by Rosa

Feature Spotlight

Feature Spotlight: Reports & Dashboards

February 2, 2021

by Rosa

Feature Spotlight

Feature Spotlight: Bulk Prospect Wizard

by Rosa

Feature Spotlight

Feature Spotlight: Client Profile Tear Sheet

by Rosa

Feature Spotlight

Feature Spotlight: Task & Interaction Full Views

by Rosa

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