Practifi provides a business management platform designed specifically for the wealth management and financial advice industry.
Email: sales@practifi.com
Phone: +1-470-305-0998
Web: https://www.practifi.com/
Practifi
Category: Lead Management Software
Lead pipeline management, advanced segmentation, automated workflows, campaign tracking, personalized journey support, and built-in compliance reporting designed for financial advisory business developers..
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Practifi
Category: Client Relationship Management (CRM) Systems
Category: Workflow Management Systems
Comprehensive business management platform with client relationship management, team collaboration tools, workflow automation, compliance support, data analytics, and client segmentation. Provides a holistic view of the advisory business with industry-specific data models and integrations..
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