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Press Releases

Press Releases

Practifi Introduces Practifi Intelligence, Bringing AI-Powered Capabilities Directly Into Its CRM

Practifi’s AI-first framework brings connected intelligence across its established CRM, helping advisory teams enhance workflows without new systems or extra vendors

Practifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Management

Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth

Practifi Appoints Adrian Johnstone as New CEO

Johnstone succeeds Glenn Elliott at the helm of the rapidly-growing fintech platform that optimizes performance and workflow for wealth management professionals

Practifi Selected As Performance Optimization Platform by Concurrent Advisors

Practifi’s Scalable CRM Offering Will Strengthen Concurrent’s Mission of Empowering Advisors’ Entrepreneurship

Practifi Names Tim Highland as Head of Product Strategy

Wealth Management Veteran to Advance Development of Solutions that Enable Firms to Scale and Better Utilize Data to Deliver Personalized Advisory Services

Practifi Delivers Data-Driven Advanced Analytics for Wealth Management Industry

Practifi Propel Puts Executives in the Driver’s Seat With New Advanced Analytics to Organize and Surface Mission-Critical Data

Practifi Bolsters Go-To-Market Strategy and Prepares for Growth

Industry-leading capabilities and pedigree at the centre of Practifi’s ethos as the award-winning performance optimisation platform braces for growth with strategic APAC leadership appointment.

Practifi Launches New Business Development App for Wealth Management Industry

Cloud-Based Solution Provider’s Deal Pipeline Management App Meets Industry Demand For All-In-One Platform That Tracks, Manages M&A Activity

Practifi Expands Consulting Network With Red Rock Strategic Partners

Wealthtech Provider Partners with Industry-Leading Consulting House to Drive Client ROI and Adoption.

Practifi Announces  Integration With Voyant

Global performance optimisation platform extends integration network with dynamic financial planning solution for Australian advisers