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

Elevate Your Firm’s Cybersecurity with Practifi Protect

How to Improve Operational Efficiency with Practifi’s Pre-Built Workflows

Practifi Albariño Release Notes

Introducing: The Next Chapter of the Practifi Brand

How Practifi Powers Visionary Australian Financial Advice Firms

How Practifi Helps Solve the Profitability Puzzle

3 Key Benefits of Using Practifi and Addepar

2021 Year-End New Faces at Practifi

2021: Practifi’s Year in Review

Practifi Barolo Release Notes

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

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