Practifi
practifi.com
Actively hiring
Wealth Management & Financial Advisors
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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
Is Your Tech Stack AAA Ready? Understanding Auditable Agentic Autonomy for Advisory Firms
For as long as I can remember, advisory firms have wanted their systems to talk to each other properly. That hope is old, it is reasonable, and AI has intensified it, perhaps further than it should have. I think that explains most of the reaction to Claud
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Report
Why Most AI Adoption Stalls: The People and Process Problem Firms Overlook
Most of the debate in this industry is still about which tool… Which model, which vendor, which feature list, which integration. Those are real questions, but they are not the ones that decide whether a rollout works. What decides it is what happens on th
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What Gets Missed Between Annual Client Reviews
A client's financial life does not pause between reviews. A state of residence changes, a parent dies, a business takes on debt, a child finishes college. By the time the meeting arrives, the file has moved and nobody has had the hours to read all of it t
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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
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WealthStack Roundup: Practifi Pivots to AI-Driven CRM Sentir
Also, Morningstar/PitchBook sign with Gemini, AssetMark converts portfolio data into talking points, and WealthReach/VastAdvisor partner on client leads.
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Practifi rolls out AI CRM amid RIA tech arms race
Sentir joins a wave of AI-native launches as RIA firms seek a competitive edge from CRMs and artificial intelligence use.
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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
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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
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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
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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
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Tech stack
Technologies named in job postings at Practifi over the last 12 months, by layer, with the share of postings for each.
Technologies in use
2
Postings analysed
1
Stack modernity
64/100
Languages
JavaScript
Developer tools
Rollup
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Salary insights
Compensation ranges based on this company's open jobs
Median
$103k
Typical range
$95k – $110k
Open positions
2
1
Jobs
Middle
100%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Middle | 1 | $95k | $95k |
Highest paying role
Technical Consultant
$110k
Normalized to USD per year
Growth
Hiring Momentum
51/100
Stable
Open positions
3
0 opened / 0 closed in 30 days
Median time-to-fill
54 days
faster than 26% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
QA
25% ▲
Analytics
25% ▼
Management
25% ▼
Solutions
25% ▲
Activity Timeline
Added JavaScript to stack
Sep 2026
Added Rollup to stack
Sep 2026
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Sydney
Australia
HQ
50-200 est. staff
Jobs
$78k – $95k per year • Remote (United States) • Full-Time • 3+ years exp • PhD
Asana
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$85k – $110k per year • Remote (United States, ET hours) • Full-Time
JavaScript
Rollup
Apply