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Practifi Trebbiano Release Notes

BY ALLISON LASLEY

Practifi

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

Trebbiano, or more commonly known as Trebbiano Toscano and Ugni Blanc, is one of the world’s most planted grape varieties due to its variability and versatility. Originating from Italy, Trebbiano wines are dry and acidic with subtle hints of green apple, citrus and tropical fruits that tease the palette and offer a delicate sweetness. Trebbiano varieties are also used as a base for brandies and balsamic vinegar, making it an exceptionally versatile grape. 

Similarly, Practifi Trebbiano has a variety of exciting new features and capabilities that’ll add some flexibility to your day. With greater personalization and an improved user experience, there’s something for everyone to enjoy.

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

Key Highlights

Enjoy a more personal experience and easily find the information you need with expanded field selections on all record tables. You can also surface and explore data across time with a variety of date range filters through a view that’s unique to you.

Take advantage of six new tiles to monitor deliverable fulfillment across the Advisor, Client Service, Compliance and Management apps. The tiles display approaching deliverables and what deliverables are overdue so staff can act quickly and ensure compliance obligations are met.

Gain a deeper understanding of how long contacts spend in key lifecycle stages with automated stage history tracking. Easily track and report on lifecycle stage duration across Deals, Processes, Services and Tasks.

Experience greater flexibility and personalization with Practifi’s new additional information section. Create custom fields and store additional data across Contacts, Deals, Financial Products, Policies, Policy Coverage and Services.

Other Product Enhancements

Have more control over Key Entity definitions for your firm
Choose from an array of new Key Entity definitions, or customize your own to meet your firm’s unique needs and data structure.

Find information quicker with new filtering options for Deals and Tasks
With improved filtering options for Deals and Tasks, you can quickly view the most relevant and important data you want displayed. Effectively manage your pipeline, and view any upcoming or completed tasks with our enhanced filtering experience. 

Easily assign multiple apps to users
Access additional user profiles and permission sets to easily assign multiple apps to your users. Choose every app the user needs access to, with every app assignment combination a possibility.

Import high-quality data at a new level of scale
Import data at scale without compromising quality with Practifi’s defer automation feature. Upload large volumes of Asset, Liability, Contact, Entity, Deal, Holding, Process, Relationship and Service records in seconds. 

 

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.

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