Practifi Sets Sight on Powering the Future of the Wealth Management Industry.
Practifi Welcomes Paige Johnson as Director of Strategic Partnerships & Alliances Former Skience and Docupace Sales Executive Brings Deep-Seated Relationships and Industry Expertise, Enhancing Practifi’s Growth Path and Partner Ecosystem.
Practifi Wins WealthTech Americas Award for RIA Platform Practifi Awarded Category Winner for RIA Platform in the US Categories at the Wealthbriefing WealthTech Americas Awards 2022.
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.
Practifi Welcomes Tim Highland as Head of Professional Services Former Vice President of Client Success at Skience Brings 35 Years of Industry Expertise and Client Success to Practifi’s Leadership Team
Practifi Launches New Compliance Role-Based App to Platform, Enabling Firms to Proactively Mitigate Risk The new compliance app joins their suite of innovative role-based apps for advisory, client service, management and marketing teams
Practifi Named to WealthTech100 Again For the second year in a row, Practifi is selected for WealthTech100’s 2021 Pioneering Companies Transforming the Global Investment and Banking Industries.
Practifi Expands Sales Team to Meet Increased Demand and Drive Strategic Growth.
Hearsay Systems Veteran Brings Exceptional Enterprise Sales Leadership and Expertise to Fuel Practifi’s Rapid Growth
Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.
Practifi Named to the WealthTech 100 List Practifi Selected for WealthTech100’s 2020 Pioneering Companies Transforming the Global Investment and Banking Industries
