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Fuel Your Technology Evolution with Practifi Sandbox


Today’s fastest growing wealth management firms manage their technology strategically and use it as a foundation for growth. However, many firms still struggle to implement agile solutions to enable them to evolve as quickly as they need to.

By providing a safe, regulatory environment to test product upgrades, experiment with custom enhancements and facilitate team training, Practifi Sandbox helps fuel the evolution of your firm’s technology from anywhere.

As a subscription add-on, Practifi Sandbox is available to new and existing Practifi users. If you’d like to learn more, get in touch with your CSM or contact a member of our team today.

A safe place to test, train and innovate

The nation’s top wealth management firms are focused on implementing new digital capabilities, deepening existing client relationships, increasing the penetration of digital tools, driving operational efficiency and delivering actionable insights. To do this, they’re building best-in-class technology solutions and IT operating models that are efficient, scalable and flexible.

However, many firms still struggle to efficiently upgrade and implement new solutions due to strict regulatory requirements, high cost of risk, and lack of flexible technology. As a result, innovation stalls and over time, the business fails to keep up with both client and advisor expectations.

A solution to this is to introduce a safe, regulated environment for teams to test technology upgrades, experiment with new customizations and facilitate team training. Appropriately referred to as sandboxes, these testing environments fuel innovation by providing teams a safe space to unleash creativity and implement innovative solutions. As a result, firms offer superior services, manage risks more effectively and create new opportunities.

Evolve your technology with Practifi Sandbox

Although there’s no one-size-fits-all technology solution to scale wealth management firms, there are options that can help get you there. Practifi Sandbox makes it possible to upgrade your business management platform safely, test new customizations before implementation and help teams facilitate training in a safe, isolated environment separate from your core platform.

Whether you need an identical copy environment to test large-scale upgrades, a simpler option for small-scale team training, or an open canvas to create and test customizations, there’s a Sandbox to suit your needs. With full, partial and developer pro sandbox options, you can choose the solution that works best for your firm.

To be a leading firm in the industry requires constant evolution. Practifi Sandbox provides an agile environment to fuel innovation, all while offering the security, transparency and flexibility your firm needs to implement creative solutions safely and sustainably.

Interested in learning more? 

Practifi Sandbox is available to new and existing Practifi clients. If you’d like to learn more, get in touch with your CSM or contact a member of our team today.

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