Practifi

What is Practifi?

Practifi is a Salesforce-powered performance optimization platform designed to address the challenges faced by wealth management firms. Built to serve as a single, unified workspace, Practifi integrates critical software systems and client data to drive business efficiency, strengthen client relationships, and enable sustainable growth

Highlights

• Rich Client Views: Practifi offers comprehensive client profiles that consolidate data from disparate sources, providing advisors and client service teams with a holistic understanding of each client's needs and preferences
• Intelligent Automation: The platform leverages intelligent automation to streamline workflows, reduce manual tasks, and ensure compliance across advisory, client service, and business operations
• Advanced Analytics: Practifi's sophisticated analytics capabilities enable firms to derive insights from client data, make data-driven decisions, and measure the impact of their strategies.