CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

At Practifi, we build financial technology, but more importantly, we build a place where people enjoy working and genuinely care about each other. In a crowd of fintechs preaching culture, we actually ...

Advisor360, Practifi, and Wealthbox introducing new tools and integrations designed to enhance advisor efficiency and client management. The latest developments include AI-powered automation, ...

Chicago, March 03, 2021 (GLOBE NEWSWIRE) -- Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced Thomas Westhoff has joined the company as vice ...

Wealthtech Provider Partners with Industry-Leading Consulting House to Drive Client ROI and Adoption. CHICAGO, July 12, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the ...

Chicago, June 08, 2021 (GLOBE NEWSWIRE) -- Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced that it has appointed Vlad Anghel, Eric Peters, ...

With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there. Listen in as David Armstrong, ...

Business management platform provider Practifi announced today it raised $16.3 million in Series B funding led by Updata Partners. Practifi was created to make life easier for financial professionals ...

With over 25 years experience driving strategic change for wealth management firms, Adrian Johnstone has direct experience in what works and what doesn't. As a Practifi co—founder and chief commercial ...

Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond the build-vs-buy decision The white paper reframes CRM decisions for financial ...

FORT MILL, S.C.--(BUSINESS WIRE)--The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the ...