Practifi Dolcetto Release Notes
BY ALLISON LASLEY
We’re excited to bring you our latest product release, Practifi Dolcetto.
An Italian Piedmont native, Dolcetto is known as the “sweet, little one”. While the name implies a delicate sweetness, Dolcetto wines actually have a dry, bitter finish with impressions of blackberry and licorice. With beautiful dark purple swirls and powerful flavors, Dolcetto wines offer a rich, medium-full body that pairs perfectly with darker meats and vegetables like roasted tomatoes, eggplant and garlic.
Similarly, Practifi Dolcetto is quite the paradox. With new features and capabilities that pack a punch, there are also some sweet delights for everyone to enjoy.
If you have any questions or would like to learn more, your Client Success Manager will be happy to help.
Practifi Dolcetto Overview
Practifi Dolcetto brings an improved core product experience and introduces a new Compliance app to our existing suite of role-based apps. Compliant by design, Practifi has the systems, processes and capabilities to help your firm meet compliance regulations. This app provides an additional way to empower your compliance teams and improve compliance oversight in your firm.
Below are just a few of the key enhancements you can now enjoy as part of Practifi.
You can view the detailed product release notes here.
Other Product Enhancements
Enjoy an improved Process set up experience
Enjoy a less cluttered view when setting up Process Types, a hover preview pane to conveniently see Process Task details, and a better look and feel when you’re in related records.
Select your client’s Preferred Phone
If a contact or individual has multiple phone numbers, you can now select which number is their preferred phone making it easier for you to get in touch.
Track Date of Death when a client passes
To ensure sensitivity when communicating with other household members and to keep data accurate, you can now add Date of Death to contact and individual records. This date can also be used in conjunction with our new time-based commencement feature to automatically start post-life processes like sending condolences to family members, administering Wills or reaching out to any beneficiaries.
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.