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, ...

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 ...

CHICAGO, Dec. 20, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry, is partnering with Concurrent Investment Advisors, LLC (Concurrent), a ...

Cloud-Based Solution Provider's Deal Pipeline Management App Meets Industry Demand For All-In-One Platform That Tracks, Manages M&A Activity CHICAGO, Aug. 15, 2022 /PRNewswire/ -- Practifi, a ...

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, Sept. 22, 2021 /PRNewswire/ -- Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the ...

Recently, a host of C-suite moves within fintech firms will see several with new leadership, while a wealthtech stalwart is expanding a pre-existing partnership and an advisor-focused marketing ...

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 ...

Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to ...