Understand the work you do for your clients across all divisions of your business. Track estimated and actual revenue for fee-for-service, up front and trail commissions, or any other revenue stream. Increase profitability per client.
Understand Your Customers
In wealth management, a deep understanding of the customer is critical. But all too often, client data is duplicated and isolated in disconnected systems. PractiFI manages rich personal information, as well as their financial goals, cashflow, assets and debt, insurances and more. But best of all, PractiFI connects to your legacy databases and specialist financial systems to create an integrated single client view.
Manage any type of client: households, businesses, related entities (companies, trusts, SMSFs, etc.) and individuals. Track people as unique individuals who can play a role at multiple clients, alleviating the need to store details twice.
Track your clients’ financial goals and risk profiles by individual, focus area and time period. Connect client goals through to your advice recommendations through to implemented asset, debt and policies, for clear best interests tracking.
Track clients’ income from salary, bonuses, commissions, dividends, distributions or any other category. Record details of any type of expense, both for client households and their individual members.
Record details of home and lifestyle assets and liabilities. Track assets under management by client segment, team member and more. Integrate to investment management, registry and custody systems.
Manage life insurance through its stages of application, underwriting, in-force, claim and renewal. Track detailed information of policies, premiums, cover types, benefit structure and related individuals.
Control & Configure
PractiFI gives you control and configurability like you’ve never seen before. For too long, wealth businesses have had to choose between the “buy” of inadequate, inflexible industry tools and the “build” of costly, risky custom solutions. PractiFI turns that old paradigm on its head with massive point-and-click configurability, business rule automation and extensible end points.
Connect & Extend
PractiFI is the central hub for running wealth businesses because its designed at every level to integrate. Whether its real-time connection to web service endpoints, data feeds through the batch API or UI mash-ups, the integration options are almost limitless. Plus there’s a rich array of connected apps from the Salesforce AppExchange and PractiFI’s own wealth ecosystem, putting the best-of-breed at your fingertips.
Keep your files safe, synced and easy to share. Bring your photos, docs and videos anywhere.
Securely sign and manage documents online from any device with the most widely used e-signature solution.
Access files anywhere through secure cloud storage and file backup for your photos, videos, files and more.
Providing advice services for over 7 million Australians. Leading the next generation of financial advice software.
Cloud-based PBX, CTI and voice services that transform how your business communicates.
Connect Gmail and Outlook to Salesforce. Email tracking, templates, calendar sync and more.
Automatic integration of Salesforce and your email. Supports Outlook, Gmail, Mac, Lotus & IMAP.
Powerful multi-channel marketing automation software that’s drag-and-drop simple.
Campaign Monitor makes it easy for you to create, send, and optimise your email marketing campaigns.
Reshape Salesforce for Wealth
We’ve taken the amazing Salesforce platform and reshaped it specifically for running wealth businesses. In PractiFI, you get a richly-featured wealth industry application, plus the reliability, security and flexibility of the world’s best enterprise cloud.
Now you can move your wealth business to the Salesforce platform with less risk, less cost and faster results.