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

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 ...

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 ...

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 ...

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 ...

It doesn’t matter how much money wealth management firms invest in technology if financial advisors don’t use it. Beyond these types of technology, however, the numbers on adoption start to fall ...

Following its partnership with TIQK in November last year, Practifi has now announced its integration with Iress’ XPLAN technology to help ease advisers’ compliance burdens and increase efficiency.

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 ...