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Practifi Case Studies

Practifi helps visionary financial advisors grow. Check out our latest case studies to learn more about some of our client partnerships. 

Planning for Success and Finding the Right CRM Partner

Bartlett wealth management

As Bartlett embarked on their journey of technological advancement, their mission was crystal clear: to find a CRM solution that not only met their operational needs but also became a trusted partner in their business growth. For thirteen years, Bartlett had relied on a different provider’s CRM, but persistent challenges with data governance, low adoption rates, and underutilization prompted the need for a change. By making Practifi its central operational hub, Bartlett anticipates leveraging the platform’s integrations and specialized features as catalysts for driving further growth and efficiency within the organization.

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Building for the Future

Trilogy financial

Trilogy Financial, a prominent financial advisory firm with over two decades of experience, sought to enhance its client and advisor experience as it expanded nationwide. Facing limitations with their existing CRM system, Trilogy turned to Practifi. With Practifi’s support, Trilogy streamlined their account opening process, fuelled innovation through Practifi’s Sandbox, and successfully drove advisor adoption. This partnership transformed Trilogy’s operations, enabling centralized, scalable, and efficient services, ultimately strengthening their position in the financial advisory industry.

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Giving Advisors the Tools to Succeed

Morton Capital

When the Morton Capital team began searching for a business management solution with the features, transparency and flexibility that would allow the firm to continue growing without any obstructions. They found Practifi. Morton Capital’s employee-first mindset led the way toward Practifi as firm leaders saw a visually appealing user interface that would be easier for advisors to manage from day to day.

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Supporting Financial Advisors

Bleakley Financial 

Bleakley Financial wanted to further tailor its implementation around specific wealth management operations. They began exploring other options that would better support their financial advisors. Practifi quickly emerged as the most feasible solution.

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Time for an Upgrade and Overhaul

goelzer investment management

With the integration of Practifi and Box, Goelzer Investment Management streamlined the transition between CRM and file management, allowing for more centralized storage and fewer data inefficiencies. 

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Growing Pains for a Growing Firm

Profusion Planning

Practifi stood out to Profusion Planning as they searched for a business management platform built for financial advisors with automated workflows, compliance monitoring, ease of use, and a multitude of integrations. With a document storage solution also being a key factor in their technology evolution, Practifi’s seamless integration with Conga made it the perfect choice. 

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Egnyte and Practifi Power Growing Financial Advice Firms Around the World

EP Wealth Advisors

EP Wealth Advisors was looking to reunify departments and run all processes through one single source and one CRM. Practifi stood out as the new CRM solution because of its specific design for financial advice firms, as well as its ease of use, automated workflows and monitoring features. Practifi’s seamless integration with Egnyte made it the perfect choice for EP Wealth Advisors.

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Delivering Award-Winning Advisory Services

HPH Solutions

The HPH Solutions team relies on their tech stack to fuel productivity and provide an excellent client experience every day. Practifi has helped the firm unlock its full potential and deliver award-winning financial advice. In particular, they have benefited from Practifi’s open API, built-in solutions dashboard and intuitive user interface.

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