Here’s a quick video (3 min – you can spare 3 min, eh?) that explains how to log into PractiFI and how to navigate around. It’s a nice little primer if you’re new to PractiFI and wondering “great, but how do I get started?”.
PractiFI is the way to bring the best of Salesforce to your wealth management business, whether you specialise in financial advice, superannuation/pensions, insurance, investments, lending or all of the above.
But there's so much more to know. Get in touch and let's take this further.