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

Practifi Gewürztraminer Release Notes

U.S. Expansion Surpasses Expectations

Growth Story: Becoming Future-Proof with Adrian Patty

Practifi Lagrein Release Notes

Practifi raises $3M in Series A funding to establish North American HQ

Practifi and Nod partner to make scaled advice easier for financial advisers

Practifi Nebbiolo Release Notes

Practifi integrates with SS&C’s Black Diamond as it launches into the U.S. market

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Check out our newest paper: 9 FinTech Myths Your Firm Should Ditch

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