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, December 02, 2025--(BUSINESS WIRE)--Practifi today introduced Practifi Intelligence, a suite of AI-powered capabilities built directly into its CRM to support advisory teams with continuous, ...

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

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. New Integration Enables Seamless Data Flow Between ...

Practifi has thrown its hat into an increasingly crowded ring, launching an AI-native customer relationship management system built specifically for wealth management firms, as advisory practices ...

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 ...

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’s AI-first framework brings connected intelligence across its established CRM, helping advisory teams enhance workflows without new systems or extra vendors CHICAGO--(BUSINESS WIRE)--Practifi ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a strategic partnership with Practifi ...