Built for growth.

Practifi Demo | In|Vest 2019



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Company or product description:

Practifi helps financial advice firms realize their full potential. Practifi is a cloud-based business management platform that manages clients, partners, providers and centers-of-influence all through a clean, intuitive interface. Backed with powerful integration capabilities, workflow automation and deep management reporting, Practifi is the new benchmark for CRM-based systems in financial advice.

What makes your company or product great?

Advice firms the world over struggle with siloed, outdated technology. Pressure from regulators and fee compression exacerbate the challenge for them to rise above. Practifi not only provides a technological solution to keep up with the industry's changing demands, but also partners with every client to support their growth ambitions. So much more than a CRM, Practifi provides the ecosystem and support to ensure every advice firm fulfills their growth potential.

What key challenge does it solve?

For too long, efficient back-office functions and automation have eluded the industry. Advice firms struggle to access a 360 degree view of their clients, limiting their ability to deliver on the customer experience they aspire to. In a sea of disparate technologies, Practifi is the unifying force. With Practifi, efficient operations and excellent customer experiences are a reality.

What is your best success story?

Cresset Capital needed a partner to support their ambitious growth objectives, across a complex and evolving client offering. Together we’ve automated workflows, integrated point solutions, streamlined team growth and improved management transparency. Team members have the information they need to meet client needs at their fingertips. In the words of their COO, Nimesh Patel - “I’ve worked with many software vendors and these guys stand out from a knowledge and service standpoint.”