See Practifi in Action

Join us for an exclusive look into Practifi during our product demo and Q&A sessions. Sign up for a date and time that works for you and don’t forget to bring your questions!

Can’t make it? Watch our demo on-demand.

Available Dates

Select your preferred date and time below and reserve your spot today.

September 25, 2024 @ 1PM CDT

Get Recording

October 31, 2024 @ 1PM CDT

November 13, 2024 @ 1PM CDT

Watch a demo of Practifi on-demand

If you can’t attend the live session, we’ve got you covered. You can access a previous recordings at your convenience.

Simply submit your details to access the recording (we’ll also email you a copy as well!).

Built for RIAs and Wealth Management

Run your entire day from a single place

Open APIs, expansive integrations and our dedicated engineers simplify the traditionally complex financial technology ecosystem into an accessible, actionable environment.

Keep all client data in one place

Quickly and easily find AUM, active services and client-related tasks, as well as communicate via live feed in real time with your team on client records.

Never miss an opportunity or action item

Your homepage allows you to act quickly on important deliverables, view open tasks and upcoming meetings, stay on top of client reviews and RMDs, and more.

Stop wasting time on complex processes

Open accounts, move money, prepare client reviews and more with our ready-to-use, pre-built workflows designed specifically for wealth management firms.

Have a question?

We’re ready to answer any questions you might have. Contact us today to get in touch!