december 20, 2022
Under the new partnership, Practifi will provide a CRM system that will empower Concurrent’s independent advisors to automate workflows, access high-net-worth client records, and transform business intelligence into insight and action at scale.
august 22, 2022
With an established track record of excellence in streamlining practices and enhancing efficiencies, Practifi is the ideal behind-the-scenes partner for registered investment advisors (RIAs) and wealth managers considering deal-making.
march 05, 2022
With seven years of experience at wealth management solutions platform provider Practifi, Emily Wilcox rose to the rank of COO almost four years ago.
JUNE 01, 2021
Practifi has been named a finalist in two Technology Providers categories – CRM and Innovation New Applications – for WealthManagement.com’s 2021 Industry Awards.
APril 27, 2021
Bleakley Financial Group makes a case for close collaboration with partners to drive operational efficiencies, particularly during the Covid-19 pandemic.
APril 13, 2021
Greater Efficiencies & Opportunities for Scale Available to Advisors Through Full Envestnet/Practifi Integration
March 18, 2021
Part of the Wealth Technology Landscape Report Series, this first US report features a categorized solution provider directory of 921 technology and related providers to the wealth management sector in the United States
June 16, 2020
Practifi named a finalist for the Technology Providers – CRM category for the WealthManagement.com’s 2020 Industry Awards.
March 30, 2020
With over 25 years experience driving strategic change for wealth management firms, Adrian Johnstone has direct experience in what works and what doesn’t.
January 14, 2020
Aussie Software-as-a-Service startup Practifi has raised $US$16.3 million ($23.6 million) in Series B funding, as it ramps up its US business. And co-founder Glenn Elliot says when it comes to cracking the States, Aussie startups have it all to play for…
January 10, 2020
Practifi, a Sydney, Australia-based SaaS company with a growing Chicago presence, has raised a new round of venture capital funding…
January 10, 2020
Business management platform provider Practifi announced today it raised $16.3M in Series B funding led by Updata Partners…
october 18, 2019
As our very own Lindsey Hanson explains, the nature of the global marketplace may change, but the needs of the customer will always have to be met.
SEPTEMBER 13, 2019
As our Head of Client Success explains, once you create a customer-centric business, your customers will be the best sales team you could ask for.
August 29, 2019
Our very own Head of Client Success, Lindsey Hanson, sat down with the Enterprise Podcast Network to discuss the many ways we keep our clients satisfied.
August 15, 2019
Our very own Head of Client Success, Lindsey Hanson, sat down with the Enterprise Podcast Network to discuss how we secure the satisfaction of our clients.
August 5, 2019
After evaluating several CRMs, Practifi was named in the top 6 best CRMs based on criteria that included ease of use, affordability, and advisor-specific functionality.
May 27, 2019
Our COO, Emily Wilcox, talks about her emerging role within the field, how fintech is developing, and what the future holds for CRMs and women in the financial services sector.
May 14, 2019
Speaking from her new home in Chicago, our COO, Emily Wilcox, outlines the ways she’s disrupting the establishment of the American fintech sector.
march 8, 2019
On the heels of International Women’s Day, our company is ensuring that change and opportunity are not exclusively reserved for one day a year.
December 10, 2018
Our CCO and co-founder, Adrian Johnstone, sat down with the Entrepreneur Podcast Network to discuss Practifi’s birth and what we hope to achieve next.
september 4, 2018
In an industry shattering move, Practifi has named 27 year old Emily Wilcox as COO, proving that the established barriers only exist to be torn down.