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 Shiraz Late Harvest Release Notes

3 Reasons a Good CRM Makes Compliance Easy

The Practifi Difference: A Commitment to Client Success

Feature Spotlight: Prospect Management

7 Steps to Designing Successful Advisor Workflows

Financial Advisors: Is It Time to Evolve Your Client Experience?

Why Advisors Need a Technology Partner, Not a Provider

Practifi Shiraz Release Notes

3 Practical Tips to Grow Your Financial Advisory Business

Practifi On Tour: Melbourne Training Takeaways

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

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