Practifi is a business management platform for financial advice firms, built on the Salesforce platform. It provides tools for client relationship management, process automation, and compliance oversight. The system uses analytics and reporting to provide a comprehensive view of the business and client data.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request.

OTHER PRACTICE AREAS: