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 Benefits of Digital Account Openings

Introducing: The New Microsoft 365 Sync

How Technology Lets Wealth Management Firms Do More With Data

3 Ways Practifi Propel Helps Executives Make Data-Driven Decisions

Practifi Cinsault Release Notes

Why 2022 Is the “Year of the Workflow” at Practifi

How Key Drivers of RIA Consolidation Are Affecting M&A

Drive Inorganic Growth With the Business Development App

Elevate Your Firm’s Cybersecurity with Practifi Protect

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

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