Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management ...

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

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 ...

Practifi’s AI-first framework brings connected intelligence across its established CRM, helping advisory teams enhance workflows without new systems or extra vendors CHICAGO, December 02, ...

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 ...

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 ...

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 ...

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.

Zocks announced the launch of Document Intelligence, an AI-powered feature, which will first be available as part of the company’s integration with financial planning platform eMoney Advisor. DI ...

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, ...