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Press Releases

Agreement Express and Practifi Announce Partnership

vancouver | March 19, 2020

Agreement Express, a leading client onboarding software platform for financial services, and Practifi, a practice management solution for financial firms announced a strategic partnership.

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Practifi Completes A$24M Series B Funding Round with US-Based Updata Partners to Accelerate Growth

sydney | January 10, 2020

Practifi, a business management platform for financial advisors, today announced its A$24 million Series B funding led by U.S.-based Updata Partners, with participation from existing Series A investors Equity Venture Partners (EVP). With this investment, Practifi plans to scale the team, expand presence around the globe, and invest in the software platform to further elevate the client experience…

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Practifi Completes $16.3M Series B Funding Round with Updata Partners to Accelerate Growth

chicago | January 9, 2020

Practifi, a business management platform for financial advisors, today announced its $16.3 million Series B funding led by Updata Partners, with participation from existing Series A investors Equity Venture Partners (EVP). With this investment, Practifi plans to scale the team, expand presence around the globe, and invest in the software platform to further elevate the client experience…

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Practifi raises $3M in Series A funding to establish North American HQ

Sydney | Aug. 22, 2018 

Practifi, a revolutionary business growth management platform for forward-thinking financial advice firms announced today a $3 million AUD investment led by Microequities Venture Capital Fund. The financing will be used to rapidly accelerate Practifi’s global strategy, establishing a North American headquarters in Chicago, expanding the US customer success team and building a range of new product integrations with other financial apps and tools…

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