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Open APIs, expansive integrations and our dedicated engineers simplify the traditionally complex financial technology ecosystem into an accessible, actionable environment.
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.
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.
Open accounts, move money, prepare client reviews and more with our ready-to-use, pre-built workflows designed specifically for wealth management firms.
We’re ready to answer any questions you might have. Contact us today to get in touch!
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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