chicago| december 09, 2022
Practifi’s scalable CRM offering will strengthen Concurrent’s mission of empowering advisors’ entrepreneurship.
chicago| november 09, 2022
Wealth management veteran to advance development of solutions that enable firms to scale and better utilize data to deliver personalized advisory services.
chicago| september 13, 2022
Practifi Propel puts executives in the driver’s seat with new advanced analytics to organize and surface mission-critical data.
Sydney| september 7, 2022
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.
chicago| August 15, 2022
Cloud-Based Solution Provider’s Deal Pipeline Management App Meets Industry Demand For All-In-One Platform That Tracks, Manages M&A Activity
chicago| july 12, 2022
Wealthtech Provider Partners with Industry-Leading Consulting House to Drive Client ROI and Adoption.
CHICAGO | may 18, 2022
PracitfiU provides wealth management firms personlized learning experiences, powering greater adoption and success for firms at scale.
CHICAGO | may 11, 2022
Seasoned Executives Bring Unparalleled Expertise in Sales and Project Management to Practifi’s Team.
CHICAGO | April 27, 2022
Practifi Sets Sight on Powering the Future of the Wealth Management Industry.
CHICAGO | April 20, 2022
Former Skience and Docupace Sales Executive Brings Deep-Seated Relationships and Industry Expertise, Enhancing Practifi’s Growth Path and Partner Ecosystem.
CHICAGO | March 21, 2022
Practifi Awarded Category Winner for RIA Platform in the US Categories at the Wealthbriefing WealthTech Americas Awards 2022.
CHICAGO | December 01, 2021
Former Head of XPLAN Systems and Technology at IOOF Brings 15 Years of Industry Expertise to Practifi’s Leadership Team.
CHICAGO | September 22, 2021
Practifi Named Winner in the Wealthies 2021 Industry Awards in the Category of Technology Provider – CRM.
CHICAGO | August 25, 2021
Former Vice President of Client Success at Skience Brings 35 Years of Industry Expertise and Client Success to Practifi’s Leadership Team.
CHICAGO | July 29, 2021
Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new compliance-focused solution to its existing suite of innovative role-based apps.
CHICAGO | June 8, 2021
Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced that it has appointed Vlad Anghel, Eric Peters, and Roger Romero as the newest members of its rapidly expanding sales team.
CHICAGO | March 6, 2021
Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced Thomas Westhoff has joined the company as vice president, sales. In this role, Westhoff will lead Practifi’s global sales organization and enhance Practifi’s institutional relationships.
CHICAGO | FEBRUARY 9, 2021
Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor®. Practifi’s integration with the digital account open tool on Schwab Advisor Center streamlines account opening, enabling advisors to initiate and oversee the account opening process from within Practifi.
Chicago | April 28, 2020
Practifi, a business management platform for financial advisors, family offices, and wealth firms, announced today it has been selected for the WealthTech100 list of innovative technology providers that are transforming the global investment industry.
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.
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…
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…
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…