About

Practifi is the performance optimization platform purpose-built for the wealth management industry. By unifying data, automating workflows and surfacing actionable insights, Practifi empowers teams to streamline operations, deliver an exceptional client experience and scale their business. With deep industry expertise and a dedication to client-led innovation, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.

This product is intended for

  • Financial Advisor
  • Financial Planner
  • Registered Investment Advisor
  • Independent Financial Advisor
  • Investment Advisor
  • Client Services Representative
  • Customer Service Specialist
  • Director of Financial Planning
  • Managing Director

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