Practifi Cinsault Release Notes
BY ALLISON LASLEY
Practifi
We’re excited to bring you our latest product release, Practifi Cinsault.
Originally from the Languedoc-Roussillon region of southern France, Cinsault grapes are highly tolerant and well suited to warm climates. They produce stunning and abundant yields, however, Cinsault grapes are rarely the star of their own show. With gentle tannins, mild acidity and strong fruit flavors, they add freshness and fragrance to multiple well-known blends such as grenache, mourvèdre and carignan. When enjoyed on its own, juicy hints of red berry fruits like strawberry, cherry and redcurrant swirl together on the palate, creating a refreshing wine to enjoy under the Provencal sun.
Similarly, Practifi Cinault introduces new capabilities that will elevate and enhance your Practifi experience. With a range of new features and integrations, Cinsault is sure to create an 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
Other Product Enhancements
Track campaign ROI with Practifi Promote
Gain a better understanding of campaign ROI with revenue attribution for deals. Specify how much each campaign influences new services or products and track attributed revenue per campaign with pre-built reports. Note: Practifi Promote is a platform add-on and is priced separately.
Stay on top of RMDs with automated reminders
Ensure your clients are meeting their regulatory obligations with automated RMD reminders. Once a client turns 72, the RMD management process kicks off with customizable reminders to team members. Pre-built RMD reports help compliance teams monitor outstanding RMDs and identify assets with a missing RMD target.
Security check for key entity access
Keep your client, prospect and centers of influence data extra safe with security checks. When a user tries to access a record in Practifi, a self-authentication pop up is required to view the record. As an additional security measure, the attempt is logged in Practifi so compliance teams can monitor record access history and any failed access attempts in the last 30 days.
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.
