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Practifi

Financial Services

Specialities :
Crm and practice management for financial advisers
Brokers and accountants
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
$16.45M
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
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Frequently Asked Questions About Practifi

What does Practifi do?+

Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations

What are Practifi's specialties? +

Crm and practice management for financial advisers,brokers and accountants

What is Practifi's industry? +

Practifi operates in the Financial services industry.

What is Practifi's revenue? +

Practifi's revenue is 11m - 100m

What is Practifi's company size? +

Practifi has 51 - 200 employees.

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