Practifi Wins Wealthmanagement.com Award for Outstanding Achievement in CRM

Practifi Named Winner in the Wealthies 2021 Industry Awards in the Category of Technology Provider – CRM

Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced that it has won the Wealthmanagement.com 2021 Industry Award for CRM in the category of Technology Providers.

Marketing Technology News: Practifi’s Rapid Growth Continues With Sales Team Expansion

Practifi’s 2021 Wealthies nomination focused on the recent addition of role-based apps to its platform. The revolutionary apps surface data, dashboards and reports most pertinent to the different roles within an organization helping teams save time, minimize risk and streamline processes.

“We’re honored to receive this prestigious award from Wealthmanagement.com,” said Adrian Johnstone, co-founder and president of Practifi. “Our team has worked diligently to provide advisors with centralized technology that delivers tailored solutions to fit the various roles within a firm. This award reaffirms our commitment to helping financial firms and their clients achieve greater success.”

 

Practifi’s role-based apps provide curated experiences for advisory, client service, compliance, management and marketing teams  – all in one platform.