Practifi

Practifi (FREE)

by Practifi

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What is Practifi ?

Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners.

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About Practifi

Practifi is owned by Practifi . Head Quartered in Australia. Practifi was founded in the ---- Practifi product is Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. . Some notable features that are mentioned by Practifi, are Team Assignments Relationship Tracking Marketing Management Lead Management Influence Tracking Household Tracking Expense Tracking Asset Management Account Alerts Territory Management Task Management Social Media Integration Segmentation Quotes/Proposals Mobile Access Marketing Automation Integration Lead Scoring Internal Chat Integration Email Marketing Document Storage Calendar/Reminder System . On ClickFQ, Practifi is rated with ClickFQ Score of 0.0 . To know more about ClickFQ Score click here . Top cometitors of Practifi are .