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Feature Spotlight: Role-Based Apps


As part of our recent Practifi Gamay release, we introduced role-based apps designed specifically for the various users and teams within your firm. Now advisory, client service, marketing, management and other teams can enjoy their own curated Practifi experience.

Read on below to learn how role-based apps help you collaborate more efficiently, manage team performance remotely and run your business from anywhere. If you have any questions about how to access this new feature, get in touch with your Client Success Manager, or contact us today.

An app for everyone

In today’s dispersed workforce, it’s crucial to have platforms and systems in place that help your teams focus on their most important work, collaborate seamlessly and provide a great client experience. However, each firm is made up of many different users and teams, each with a unique job to do.

Whether you’re managing assets, booking appointments, analyzing campaign performance or sourcing productivity analytics, we understand that different teams need different information and capabilities. Working from one generic dashboard makes it difficult for your specialized teams to do their job efficiently, which is why we created role-based apps designed to empower each team within a wealth management firm. 

With unique dashboards, pages, charts, tiles and navigation items made specifically for each team, Practifi’s role-based apps provide a truly curated experience for each user. 


Client service



For example, the advisory and client service apps put the client at the center by letting advisors and account managers know about their clients’ upcoming annual reviews, RMDs, birthdays and more. Similarly, the management app gives leadership detailed firm information such as each division’s directory, staff roster, services, pipeline, and tasks. Lastly, the marketing app allows marketers access to campaigns and performance metrics so they can track engagement and strategize accordingly. Practifi’s apps don’t stop there though—bespoke apps can also be created as needed for additional teams.

By providing a curated experience for each team, users can focus on the work that matters most to them. Not only will your teams collaborate more efficiently, but your firm will also be able to provide a higher and more consistent level of service to your clients.  

Run efficient teams from anywhere

When teams are dispersed, it’s more important than ever to have platforms in place that enable your teams to stay on top of their priorities and collaborate remotely. While Practifi’s role-based apps each have their own unique capabilities, they all aim to surface the most relevant information—bringing to life each user’s daily tasks, upcoming meetings, and important deliverables.

By uniting every team together into one platform, responsibilities are clear, cross-functional collaboration is easy and productivity analytics are trackable. With our suite of role-based apps and other collaborative features, Practifi makes it easy to run efficient teams from anywhere.

Interested in learning more? 

These new role-based apps were introduced in our most recent release Practifi Gamay. You can view the full release notes here. If you’re interested in learning how to make the most of this new feature, please reach out to your Client Success Manager.

And if you’re interested in learning more about how Practifi’s role-based apps could benefit your firm, contact us today.


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