Managing acquisitions the old way – across siloed platforms with fractured, unscalable processes – wastes time and makes it more difficult to identify ideal acquisition targets. To drive real growth, key decision makers need an end-to-end transition management application built to improve efficiency, streamline workflows and accelerate the acquisition process.
Introducing Practifi’s Business Development app, designed specifically for RIAs, IBDs and networks that are actively acquiring.
From the 30,000-foot view to deep account details, everything you need to drive acquisition growth is right at your fingertips.
Get full transparency into upcoming action items, as well as open deals organized by status and BDR.
View your entire acquisition pipeline by stage, entity owner and AUM.
Within each opportunity, dive deep into required due diligence activities, upcoming deadlines and key member records.
Hear from our client: Mercer
“The Practifi Sandbox environments form a critical part of our delivery cycle because we have the ability to test and refine enhancements prior to releasing updates into our production environment, ultimately resulting in seamless roll-outs and increased product adoption. These environments also enable us to conduct training and prepare training materials ahead of any changes, ensuring a smooth delivery of product upgrades to our users.”
Get in touch with the Practifi team today to learn more!