Here’s a quick video (3 min – you can spare 3 min, eh?) that explains how to log into PractiFI and how to navigate around. It’s a nice little primer if you’re new to PractiFI and wondering “great, but how do I get started?”.
Welcome! This key concepts slidedeck is a great place to get started. It’s an easy read and gives you an neat overview of, well, the key concepts (hence the name). Well worth a quick once-over before diving into more detail.