Integration and ecosystem

We’ve improved upon several of our exisiting integrations, as well as added new capabilities to enhance the power of our ecosystem by adding a new option to supercharge your marketing initiatives.

• New Zapier actions enable more automation possibilities: The addition of two new actions – Create Client and Create Primary Contact – mean that you can take advantage of the Zapier automation platform no matter which way you manage prospective clients. These enhancements will be released on the Zapier platform in the coming weeks.
• LinkedIn Sales Navigator integration: View the LinkedIn profile information of people or companies from their related Client or Person record, synchronise both with Sales Navigator, and view LinkedIn messages and InMail as Interactions.
• Use Salesforce Campaigns* to provide richer insights from marketing integrations: For clients whose marketing automation platforms include a Salesforce integration that leverages Campaigns, Practifi can now activate this feature for you. Please contact your Client Success Manager if you wish to enable Campaigns.
• Xplan OAuth support: Xplan integration users can now authenticate using OAuth. This enhancement makes data transfer between systems more secure, and allows Practifi to connect with Xplan sites that use two-factor authentication.

Product enhancements

• Choose the best people for the job with Servicing Teams: This new section on the Client 360 page gives your firm the flexibility to allocate different team members to different clients and specify their roles. 

• Access insights faster with Simplified Search: We’ve decluttered your search suggestions to only show you the records that matter: prospects, clients, client entities, people, providers, employers, team members, divisions and groups.

• Link Assets & Liabilities with Income & Expenses: Get an even more detailed understanding of your clients’ financial position by associating cashflow with assets and liabilities. For example, a property asset can be linked with the corresponding expense record capturing mortgage repayments.

• Service your new clients from the get-go: You now have the option to automatically launch and assign tasks on the creation of a new client, ensuring they are engaged in the best way, straight away.

• Enhanced data set for People: The fields available on the Person Basics page have been expanded to include communication preferences, name details, and life stage information. 

• Secondary Address Fields: Specify the type of address (i.e. Holiday Home, Ski Lodge, Poste Restante) via the description field.

• Capture Holding information quickly for Managed Funds and Portfolios: When viewing one of these asset records in Practifi, holdings can now be added easily using our inline creation tool.

• Ability to override calculated risk band on your clients Risk Analysis: You’ll have more flexibility to deal with clients that don’t fit the standard risk criteria, allowing you to apply a rating that more accurately depicts their position based on the information you obtain directly.

• Better visibility over provider-client relationships: From Relationships page on the Provider record, you’ll be able to see which of your clients they are engaged with and in what capacity.

• Keep up to date with birthdays and age milestones: Bulk launch processes, tasks or interactions across a range of birth dates or months. For example, a task can be automatically generated for your clients a week before their birthday arrives to contact them.

Changes to usability, layout and format

• Filter your Workflow/Processes and Task pages’ by team member

• Tasks on the Client and Prospect 360 pages are ordered by the most recent due date in descending order

• Alignment issues on the At a Glance, Client Person Add and Client Person List pages have been fixed

• Unnecessary fields have been removed from the Bulk Launch wizards

Bugs and other issues

The following issues have been resolved in this release:

• The mood field of a phone call interaction cannot be removed once defined

• When creating an interaction as a child record of another, the parent interaction is not populated in the Related Interaction field

• Updating the first or last name of a prospect doesn’t update the Prospect Name

• Batch At A Glance tiles are displaying the syndicates tile even when there are no syndicates under that batch

• When adding a process from a member account or related to field it is not displaying the member account name

• Adding a process from an employer is not populating the entity field with the employer

• The click through button is not working in the Feed from the Person 360 page

• Child interactions of a client interaction are not visible under client context

• When adding a person to a household a relationship record is not being automatically created

• Occupation class is not searchable for partner contact on the fact find page.

• The Data Management task page is not displaying employers and providers for bulk employer/provider tasks/processes.

• Nearest relative can be saved without entering the last name mandatory field.

• The NLWY (Not Living with You) relationship direction is displaying the relationship the wrong way round, i.e. “From” the client instead of “To”.

• Skuid Update: Skuid has not been upgraded for this release.

Have any questions?

Ask your Client Success Manager to learn more about these product updates and how you can make the most of these improvements.

*Salesforce Campaigns can be enabled for an additional cost.