Browsing Tag

Wealth Management Firms

Practifi’s Rapid Growth Continues With Sales Team Expansion

Practifi, a business management platform for high-performing RIAs and wealth institutions, announced that it has appointed Vlad Anghel, Eric Peters, and Roger Romero as the newest members of its rapidly expanding sales team. Anghel, Peters and Romero will serve as senior account executives, supporting Practifi’s deepening presence within the wealth management industry. These hires reflect the company’s position as a leading player in the industry and its aggressive growth strategy. Marketing Technology News:  Avtex Wins…

Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has extended its award-winning product suite with the launch of CLMi. Designed specifically to meet the requirements and budgets of mid-tier discretionary fund and investment managers CLMi helps relationship managers to prioritise daily work, meet regulatory obligations through industry tested business processes, and facilitate focus on profitable outcomes for clients and AuM growth for the firm. Marketing Technology News: Elastic and…