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 ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This integration enables seamless two-way data synchronization between ...
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, ...
Practifi Propel Puts Executives in the Driver's Seat With New Advanced Analytics to Organize and Surface Mission-Critical Data CHICAGO, Sept. 13, 2022 /PRNewswire/ -- Practifi, a performance ...
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 ...
CHICAGO, Dec. 20, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry, is partnering with Concurrent Investment Advisors, LLC (Concurrent), a ...
FORT MILL, S.C.--(BUSINESS WIRE)--The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the ...
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