Introducing: The Next Chapter of the Practifi Brand

By Team Practifi

Continuous improvement is a core part of who we are at Practifi. Whether it’s enhancing our platform for greater efficiency gains or finding new ways to engage our employees and build a stronger company culture, we know that continuous improvement is crucial to pushing our company and the wealth management industry forward. 

This idea extends to all corners of our company, including the Practifi brand. With the tremendous growth we’ve seen in the last couple of years, we thought it was high time to evolve it as well. To be clear, this isn’t a rebrand, but a brand evolution.

First, a little history on the Practifi brand

Here at Practifi, we’ve always been obsessed with growth, so much so that we centered our first tagline around it: Built for growth. We aimed to help firms grow in the ways that matter the most to them, whether it was growing revenue, their client base or just to their full potential. This served as the perfect foundation for our beginnings in Australia through to our expansion into the U.S. market in 2018. 

Since then, our company (and the world while we’re at it) has seen massive changes and unprecedented growth. Our ability to solve the unique CRM challenges of the wealth management industry coupled with our dedication to client success has meant a consistently growing client base. We closed 2021 with a record-breaking quarter only to surpass it. In the first quarter of this year, we’ve brought on even more new clients — adding on a combined AUM of over $28 billion. 

We’ve also made huge investments in our people and technology, creating and growing teams across professional services, onboarding, learning and so forth to ensure that we continually deliver value to our clients. And from the technology perspective, there’s not enough room here to note all that we’ve created and advanced. You can check out all our release notes for the details, but just know that in the last couple of years, we’ve collected plenty of industry accolades for our feature-rich, innovative platform.

Through our ever-growing client base, expansion of the Practifi team and let’s not forget, the unprecedented effects of a global pandemic, we’ve had a chance to look inward and emerge with a clearer vision for how we want to power our clients, our people and the future of the wealth management industry. Our brand evolution builds on our foundation of growth to better align with the massive changes we’ve undergone and our aspirations and vision for the future.

From ‘Built for growth’ to ‘Power more possibilities’

We’re deeply proud to have helped so many firms and clients solve their CRM needs to grow their businesses. As the industry and our clients continue to grow, we want to grow alongside it. That means pioneering bold ideas that power the future of wealth management. With our new approach, we aim to “Power more possibilities.”

Don’t get us wrong: we’re still obsessed with growth, but with this brand evolution, we want to expand the horizons further and push the bounds of wealth management technology. We want to awaken the industry to the possibilities available through better technology and better partnerships, transforming data into insights, action and excellence at scale. We want to help wealth management firms go beyond the traditional CRM and redefine what’s possible.

We’re thrilled to share this next chapter of our brand with our new tagline and our elevated look and feel. And we’re equally excited for all that’s to come. We’ve got big plans in store for our company, our people and our technology and we can’t wait for you to see them.

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