Practifi @Practifi

The performance optimization platform that transforms data into insights, action and excellence at scale. #powermorepossibilities practifi.com Sydney // Chicago Joined April 2013

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Practifi @Practifi

a day ago

Wealth firms deserve more than activity trackers. The future belongs to conversational CRM — smarter AI that helps RIAs deliver better client support and sustainable growth. Learn more: hubs.la/Q03GVxHg0

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Practifi @Practifi

a day ago

Big night at the #Wealthies! Thrilled to win in the Technology Providers – CRM category. This award celebrates our team + the advisors we support every day. Cheers to all finalists + winners — your innovation inspires us! 🎉 #WealthManagement #WinningTogether

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Practifi @Practifi

2 days ago

🏆 Big night ahead at the Wealth Management Industry Awards! Our COO + CEO will be in attendance as we celebrate industry innovation. Honored to be finalists for our Women’s History Month Spotlight Series 👩‍💼 amplifying women shaping wealth management. Good luck to all! 🎉

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Practifi @Practifi

3 days ago

Replacing core tech is tough, but it doesn’t have to be painful. ✅ In an Advisor's Perspective piece, our CEO Adrian Johnstone shares how firms can ease the transition + unlock new opportunities. Read here: bit.ly/46hMno8 #WealthManagement #FinTech

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Practifi @Practifi

a week ago

🌴 The countdown to Future Proof Festival is on! Join us in Huntington Beach September 7–10. We’re ready for sun, strategy and great conversations with forward-thinking advisors. ☀️ See you there! #FutureProof #AdvisorTech

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Practifi @Practifi

a week ago

💡 Automation that works the way your firm does. Discover how Smart Process Builder helps streamline workflows and reduce admin so your team can focus on what matters. 🔗hubs.la/Q03FVFQx0

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Practifi @Practifi

2 weeks ago

Day 2 of our North American summit was all about collaboration 🤝 From group projects to idea sharing across teams, we wrapped it up with a celebratory lunch 🍴 Two days of learning, laughter and connection ✨ — we’re energized for what’s ahead 🙌

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Practifi @Practifi

2 weeks ago

Our North American team hit pause to connect, recharge & grow at our Chicago summit. 🌆 Day 1: improv workshop at Second City 🎭 to boost teamwork & creativity, followed by a lively soirée with food, drinks & games. ✨🙌

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Practifi @Practifi

2 weeks ago

Meetings → momentum 💡 Follow-up Assistant helps firms turn conversations into action using AI — smarter service, less effort. Learn more: hubs.la/Q03DSz750 #AdvisorTech #AI

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Practifi @Practifi

3 weeks ago

Talking CRMs are cool. But listening ones? Smarter. We’re building a CRM that doesn’t just track conversations — it understands them. Read what makes a CRM truly conversational 👉 hubs.la/Q03CsvsF0 #AdvisorTech #FutureofAdvice #ClientExperience

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Practifi @Practifi

3 weeks ago

Future Proof Festival is just around the corner 🌴 We're heading to Huntington Beach from Sept 7–10. Come say hi and talk advisor tech! #FutureProofFestival

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Practifi @Practifi

4 weeks ago

AI is a game-changer, but don’t lose sight of what matters. 👁️ See how RIAs can avoid overreliance and use AI wisely: hubs.la/Q03BP73f0 #AIinAdvisory #WealthTech #AdvisorTools #TechBalance

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Practifi @Practifi

4 weeks ago

Big things ahead at Practifi 👀 We’re building the first conversational CRM for financial advisors. See what’s coming next: hubs.la/Q03BPwhj0 #AdvisorTech #AI

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Practifi @Practifi

4 weeks ago

Bottlenecks. Delays. Disconnected tasks. 🧱 If this sounds familiar, your firm might be facing operational inertia. Learn how to break the cycle: hubs.la/Q03B_kn-0 #AdvisorTech #RIA

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Practifi @Practifi

a month ago

Curious how firms are streamlining operations and scaling smarter? 👀 Dive into real stories on our case studies page 📖 : bit.ly/4m5iRaG #AdvisorTech #RIA #ClientSuccess #CaseStudy #Growth

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Practifi @Practifi

a month ago

Most CRMs weren’t built for RIAs. Our CEO Adrian Johnstone joined The Advisor’s Edge podcast to discuss how Practifi stands out in the marketplace, plus AI, data structure, and what advisory firms really need from their tech stack. apple.co/3UQjtVG

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Practifi @Practifi

2 months ago

Don’t let FOMO win. Last call to join us! Our July demo and Q&A is happening today at 1PM CT. Don’t miss your chance to see Practifi in action and get your questions answered. 🔗 Join us now: hubs.la/Q03xlM7N0

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Practifi @Practifi

2 months ago

We’ve partnered with @Formstack so advisors can create, send, and track forms, documents, and eSignatures — all without leaving Practifi. ✔️ Send pre-filled client forms ✔️ Auto-generate documents from CRM data ✔️ Get documents eSigned — right inside Practifi

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Practifi @Practifi

2 months ago

Ready to level up your client management? Join Brooke Deese next week for our Practifi demo and Q&A on July 23rd at 1PM CT. See how our CRM can help your business thrive. 🔗 Register now: hubs.la/Q03xlJZJ0 #Practifi #Webinar #FinancialServices #GrowthSeason

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Practifi @Practifi

2 months ago

What’s your biggest CRM challenge? Let’s solve it together on July 23rd at 1 PM CT during our live demo and Q&A. Join to discover how our purpose-built CRM can help you forge stronger client relationships and drive growth! 🔗 Register now: hubs.la/Q03xlJdv0