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 ...
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 ...
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, ...
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 ...
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 ...
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 ...
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