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

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 ...

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, 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 ...

The MarketWatch News Department was not involved in the creation of this content. Leading industry research provider and CRM platform partner to deliver practical roadmap for financial advisors beyond ...

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 ...

Seasoned Executives Bring Unparalleled Expertise in Sales and Project Management to Practifi's Team CHICAGO, May 11, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth ...

CHICAGO, March 05, 2025--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its ...

Practifi’s AI-first framework brings connected intelligence across its established CRM, helping advisory teams enhance workflows without new systems or extra vendors CHICAGO--(BUSINESS WIRE)--Practifi ...

PractiFI, one of Australia's leading financial services technology platforms, today announced an integration with SMS-Magic, which will enable PractiFi clients to communicate with their customers via ...