Become a PractiFI Gun: Tutorials on Managing Clients & People

If you saw my last update, you’ll now have an overview of the key concepts in PractiFI.

Ready to take the next step? Take a look at part 2, our tutorials on managing clients and people in PractiFI. Client and people relationships are obviously critical to the success of your advice practice, which is why we approach them with thought and care. Our tutorials explain how PractiFI handles clients and people more flexibly than you may be used to in other systems and how you can make the most of our features.

 

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I’ll keep you in the loop as we publish more tutorials. And if you have any questions, get in touch or grab me on Twitter.