Practifi Blog

Insights, growth stories, product and company updates.

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

Practifi Blog

3 Steps to Nail Your Next Audit

Practifi Syrah Release Notes

Amplify Your Firm’s Value with Practifi Portals

How to Take the Headache Out of Compliance Audits

Practifi Gamay Release Notes

How to Run Your Entire Firm with Practifi

3 Tips for Vetting Advisor Technology

Integration Spotlight: Schwab Advisor Center®

The New CFP Standards: What Does It Mean for Fintech?

Is It Time to Rethink Your Firm’s Value Proposition?

Browse Categories

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

Overview

Resources

Company