Feature Spotlight, Product Introducing Admin Intelligence: The Engine Behind a More Efficient, More Scalable Firm November 25, 2025 by Kali Skidelsky
Product, Product Updates Practifi Alicante Bouschet Release Notes November 23, 2025 by Kali Skidelsky
Feature Spotlight, Product What If You Never Had to Take Meeting Notes Again? November 20, 2025 by Kali Skidelsky
Feature Spotlight, Product Redefining Relationship Intelligence: How Practifi is Changing the Way You Work with Clients November 18, 2025 by Kali Skidelsky
Company & Culture Practifi Named Best CRM at the 2025 WealthMangement.com Wealthies Awards October 6, 2025 by Team Practifi
Practice Management The Hidden Cost of a Messy Tech Stack (And How to Fix It) September 12, 2025 by Team Practifi
Practice Management Why Wealth Management Needs a New Kind of CRM September 5, 2025 by Adrian Johnstone
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
