PractiFI
Curated by SignalClient communication solution enhancing wealth management advisor-client interactions.
Overview
PractiFI is a fintech company that offers a client communication solution specifically designed for wealth management firms. The platform aims to enhance interactions between advisors and clients by providing features such as secure messaging, video conferencing, and collaborative financial planning tools. PractiFI targets financial firms in Australia and the United States and seeks to address the limitations of traditional CRM systems by offering advanced data management, analytics, and reporting capabilities. The platform includes an enterprise workflow engine and integrates with over 3,000 tools, which may assist wealth managers in optimizing performance and converting data into actionable insights. The company's mission is centered on enabling firms to achieve operational efficiency and improved performance through technology and client engagement.
Key facts
- Founded
- 2013
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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- Phone
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Open roles
12 rolesClient Success Manager
United States · On-site · Volunteer
Data QA Analyst
United States · On-site · Volunteer
Technical SaaS Project Manager
United States · On-site · Volunteer
