PractiFI for the wealth industries - laptop
PractiFI for the wealth industries - tablet
PractiFI for the wealth industries - mobile responsive

Blending deep industry knowledge with cloud software expertise, PractiFI revolutionises financial services businesses by putting the client at the heart. Run your business on the cloud, automate your processes, integrate your point solutions and engage more meaningfully with your customers.

PractiFI for the Advice Industry


Are you a
financial adviser?




PractiFI for the Superannuation Industry


Are you a super fund?



PractiFI for the Insurance Industry


Are you
an insurer?




News

See what’s been happening at PractiFI

PractiFI Barbera

PractiFI Barbera Release

Barbera is known for its deep colour, so it's only fitting that we named this release after it. We've not only made some enhancements to PractiFI, but we've also deepened our integration prowess. We love release time, and we hope you love this release as much as we've loved building it. 

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Likes0 Comments13 Minutes

GetFeedback

PractiFI’s GetFeedback integration delivers powerful client feedback and NPS functionality

We want our clients to get the most out of their customer feedback. Our GetFeedback integration helps you understand and improve the customer experience through the use of client feedback and Net Promoter Score (NPS) surveys.

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Likes0 Comments1 Minutes

myPlanner Australia PractiFI

MyPlanner selects PractiFI as business management platform

As part of a business wide technology transformation program, fast growing non-aligned licensee MyPlanner has chosen PractiFI as their core business management platform.

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Likes0 Comments2 Minutes

moneybrillaint

PractiFI and MoneyBrilliant partner to offer a continuous financial planning proposition

PractiFI, the business management platform for financial services, today announced a partnership with MoneyBrilliant, a technology application improving the financial lives of clients, which will provide advisers with a continuous financial planning proposition.

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Likes0 Comments3 Minutes

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