Practifi Awarded Category Winner for RIA Platform in the US Categories at the Wealthbriefing WealthTech Americas Awards 2022.
CHICAGO | March 21, 2022
Practifi, a wealth management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has been named category winner for RIA platform in the US categories at the WealthTech Americas Awards 2022.
Showcasing ‘best of breed’ in the Americas, the awards have been designed to recognize outstanding organizations grouped by specialism and geography which the prestigious panel of an independent advisory board deemed to have ‘demonstrated innovation and excellence during the last year’.
Practifi’s 2022 WealthTech Americas award nomination focused on the platform being built to handle the complex nature of RIAs. Practifi helps advisory firms strengthen client relationships by unifying teams in one platform, integrating systems and using predictive analytics to help advisors make informed decisions.
“We are honored to receive this award and be viewed as a technology leader in the RIA industry,” shared Adrian Johnstone, president and co-founder of Practifi. “Technology is only as effective as people’s ability and willingness to use it. It’s for this reason that we scrutinize every aspect of our platform to ensure it’s easy and enjoyable to use and we’re delighted to be recognized for this.”
With Practifi, advisors get the scalability, stability and security they need in a platform, combined with the industry expertise, dedicated support and specialized capabilities to supercharge performance.
Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management. To learn more, visit practifi.com.