Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Financials
Overview
Practifi is a Sydney software company founded in 2013 that builds a business management platform for wealth advisers. Its product sits on Salesforce and covers client onboarding, workflow and compliance for advisory firms. The company serves registered advisers in Australia and North America.
News
When an Advisor Leaves, What Walks Out the Door With Them?
Ask a firm what it loses when an advisor leaves, and the answer is usually a number: assets, clients, revenue. Ask the person who inherits the book, and the answer is a set of records they cannot yet read. Everything is there. The households, the accounts
Read more
Report
Introducing Sentir: The AI-native Intelligent CRM for Wealth Management
Every advisory firm has a version of the same quiet problem. Somewhere in the book right now is a client whose circumstances changed two months ago, and nobody has noticed. This is arithmetic rather than negligence. A firm with a couple of thousand relati
Read more
Report
Beyond Hours Saved: How Firms Should Actually Measure AI ROI
If you've evaluated an AI tool in the last two years, you've seen the pitch. A PowerPoint displays the oh so compelling numbers of hours saved per advisor, per week, per year.They're easy numbers to produce and, as a result, easy numbers to compare across
Read more
Report
A New Chapter for Practifi: Introducing the Era of Intelligent CRM
The Intelligent Firm Part 8 of 9Key TakeawaysPractifi is introducing a new AI-native CRM designed from the ground up with AI in mind. Practifi now offers two products built on a shared, enterprise-grade foundation: One is the proven system of record that
Read more
Report
The AI Governance Question Every Wealth Management Firm Needs to Answer Before They Deploy
THE INTELLIGENT FIRM PART 7 OF 9 Key Takeaways Most AI governance conversations in wealth management focus on whether the technology is safe in the abstract. The more useful question is narrower: whether the AI operates inside the firm's existing controls
Read more
Report
Pro access
Upgrade to see all 10 mentions
Upgrade to a paid plan to read every media mention of this company - funding news, awards, product launches and press releases from all the outlets writing about it.
Every media mention and press release
Funding news, awards and product launches
Fresh coverage from every outlet writing about the company
Upgrade now
Cancel anytime. Secure checkout. Instant activation.
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Sydney
Australia
HQ