Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This integration enables seamless two-way data synchronization between ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

Business management platform provider Practifi announced today it raised $16.3 million in Series B funding led by Updata Partners. Practifi was created to make life easier for financial professionals ...