PractifiU provides wealth management firms personalized learning experiences, powering greater adoption and success for firms at scale
Seasoned Executives Bring Unparalleled Expertise in Sales and Project Management to Practifi’s Team
Wealthtech Provider Sets Its Sight on Powering the Future of Wealth Management and Financial Advice
Practifi Sets Sight on Powering the Future of the Wealth Management Industry.
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.
Former Vice President of Client Success at Skience Brings 35 Years of Industry Expertise and Client Success to Practifi’s Leadership Team
The new compliance app joins their suite of innovative role-based apps for advisory, client service, management and marketing teams
