Practifi Albariño Release Notes

BY ALLISON LASLEY

Practifi

We’re excited to bring you our latest product release, Practifi Albariño.

Originating from Galicia, Albariño wines are considered Spain’s most fashionable white wine. The cooler climate of the north-western region of the Iberian Peninsula makes for rich stone fruit flavors, with hints of citrus ending in a mouth-watering acidic finish. Most Albariño wines are enjoyed young and fresh, however, due to the grape’s acidic nature, they have exceptional aging potential. In addition to a warm sunny afternoon, this punchy wine pairs well with fresh seafood and soft cheese.

Similarly, Practifi Albariño offers fresh new product capabilities that will make your day-to-day more productive. With a range of new features and enhancements, Albariño is sure to create a delightful experience everyone can enjoy.

If you have any questions or want to learn more, your Client Success Manager will be happy to help. You can view the detailed product release notes here.

Key Highlights

Manage M&A and growth activities through the Business Development app

Track the ROI of growth activities and improve operational efficiency with a bespoke app for growth managers, BDRs and operations managers. Seamlessly manage the acquisition life cycle through M&A and network expansions, qualify and onboard prospects, and orchestrate back-office activity with total precision.

Improve data capture with Active Forms and Validation Checks

Make it easier for teams to capture data during workflow steps with Active Forms. Once captured, data is automatically updated throughout the system and kicks off any relevant automation. A quick validation check ensures that the active form will work as intended, improving workflow efficacy.

Automate everyday actions with new Action Types

Automate actions and reduce the chance of missing a step with additional Action Types for tasks. Unlock six new actions to automate work outside of a typical workflow, including Create a Deal, Create an Event and Send an Email.

Effortlessly sync Outlook emails with Microsoft 365 email sync

Reduce compliance risk and improve efficiency with our API-based Microsoft 365 automatic email sync. Spend less time logging Outlook emails and more time focusing on your clients. Note: This integration is priced separately.

Other Product Enhancements

Make sure finished tasks are good to go with an improved completion process

Thoroughly review a task before marking it complete with an improved Mark as Complete process. View the actions that will take place once completed, double-check that all data is accurate and preview emails before they’re sent off.

Increase efficiency with new Task Templates capabilities

Customize task templates with Outcomes, Actions and Active Forms capabilities. Turn common tasks into single-step workflows; increasing efficiency and improving the user experience for teams.

Access additional portfolio management platform data

Access additional client and financial data from Addepar, Orion and Envestnet Tamarac within Practifi. See how assets have performed over time, track service revenue for managed assets and gain a more comprehensive view of firm profitability.

Enjoy more Constant Contact list editing capabilities

Enjoy additional ‘Add/Remove from list’ capabilities and the automatic removal of Lost Prospect, Lost Client and deleted Practifi contacts from your Constant Contact email lists.

Encourage product adoption with the Welcome app

Help new users get familiar with the Practifi platform with the Welcome app. Guided steps walk new users through basic navigation, the app launcher, and the home page with links to the knowledgebase to learn more.

Enjoy more flexibility for complex record sharing scenarios

Utilize greater sharing rule flexibility when it comes to complex scenarios with additional Sharing Scope fields. For example, you can now grant a team member in Division A access to one advisor’s clients in Division B, without exposing everything else in Division B along with it.

Enjoy a seamless upgrade experience

Product upgrades will now occur automatically, with no administration necessary. Admins still have full transparency over the process and can view the results of the upgrade in the Settings app.

Want to learn more?

Your Client Success Manager is here to help. Let them know if you have any questions or would like to learn how to make the most of these product improvements.