Practifi

Practifi provides a business management platform designed specifically for the wealth management and financial advice industry.

Is this your company?

Email: sales@practifi.com

Phone: +1-470-305-0998

Web: https://www.practifi.com/

products

• Practifi
  Lead pipeline management, advanced segmentation, automated workflows, campaign tracking, personalized journey support, and built-in compliance reporting designed for financial advisory business developers.
  
• Practifi
  Comprehensive business management platform with client relationship management, team collaboration tools, workflow automation, compliance support, data analytics, and client segmentation. Provides a holistic view of the advisory business with industry-specific data models and integrations.