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

Risk Of The Generational Wealth Transfer

3 Steps To Ace Your Tech Implementation

3 Things RIAs Should Do This Year To Improve Client Communication

Client Spotlight: Zane Keller, First Foundation Advisors

Practifi Montepulciano Release Notes

Enhancing Client Relationships: The Power of CRM and Segmentation

The Renaissance of Organic Growth for Client Retention

Women’s History Month Spotlight with Paige Johnson

Women’s History Month Spotlight with Jen Mysliwicz

Women’s History Month Spotlight with Kailee Ostroski

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

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