PractiFI Rioja Release

Rioja (pronounced ree OH hah) is one of the most comprehensive updates we’ve ever made to PractiFI, featuring a completely new user interface, responsive design, significantly improved load times and dozens of new features. As always, feel free to get in touch if you would like more specifics on any of the below.
April 27, 2017/by PractiFI Media

CMSF 2017 – A perspective from FinTech Alley

As a participant in the superannuation industry for many years, I was intrigued by the prospect of being an exhibitor rather than a delegate at CMSF 2017. The intrigue was heightened because we were participating in the inaugural FinTech Alley concept. It was also our first ever conference outing as a firm.
April 5, 2017/by Adrian Johnstone

PractiFI wins inaugural Salesforce PitchComp

Last week, Salesforce held the Sydney leg of their World Tour, which included their inaugural Salesforce PitchComp. PractiFI was one of three cloud based startups chosen to pitch and we are extremely proud to announce that despite the seriously stiff competition, we emerged as the victors!
March 28, 2017/by PractiFI Media

PractiFI’s AMP Edition brings profitability to the centre of the business management conversation

Today’s financial planning businesses are increasingly aware of the need to closely manage upfront and ongoing revenue. Pressure on traditional revenue streams, competition from digital advice offerings and regulatory controls like FDS have combined to highlight the critical nature of revenue data.
March 1, 2017/by PractiFI Media
Press Release

PractiFI and SMS-Magic deliver integrated SMS in financial advice and superannuation

PractiFI, one of Australia’s leading financial services technology platforms, today announced an integration with SMS-Magic, which will enable PractiFi clients to communicate with their customers via SMS.
January 17, 2017/by PractiFI Media
Press Release

PractiFI and Riva deliver powerful CRM integration for financial services

PractiFI, a customer engagement platform for financial services, and Riva CRM Integration, a global technology leader in CRM and email integration trusted by 15 of the world’s largest banks, today announced a strategic partnership to benefit financial services businesses.
January 10, 2017/by PractiFI Media

PractiFI Alsace Release

It's time for another wine. PractiFI Alsace fills your glass with a crisp set of new features and enhancements.
December 16, 2016/by Bjorn Marksteiner
Spa Experience is Coming

PractiFI Spa Experience is coming

Every now and then we can all benefit from a refresh. That's why we've refreshed the PractiFI user interface from the ground up so that it's better, stronger and faster. The result is the PractiFI Spa Experience, and as a PractiFI user, you're invited.
November 11, 2016/by Glenn Elliott

NGS Super Chooses PractiFI for Competitive Advantage

As reported in Financial Standard, PractiFI is thrilled to announce that we have partnered with NGS Super as part of a major operating technology transformation.
October 25, 2016/by Sheree Murray
Cabernet

PractiFI Cabernet Release

We have good news! PractiFI Cabernet has been deployed and as usual, brings with it a host of new features and enhancements.
September 7, 2016/by Bjorn Marksteiner
Fee Disclosure Statements

PractiFI Demo: Fee Disclosure Statements

With the FoFA reforms, Fee Disclosure Statements (FDS) have become an administrative requirement that can take up valuable time in a financial services business. What if you could easily identify clients that are due for a statement, generate them at the click of a button and email them directly to the client?
August 4, 2016/by Vikash Radia
PractiFI Opportunity Identification

PractiFI Demo: Opportunity Identification

The best place to look for revenue opportunities is within your existing client base. In financial services, the ability to unlock business value and increase revenue is critical to success. So how do you identify sales pipeline opportunities and demonstrate the benefit of proactive advice?
July 28, 2016/by Vikash Radia
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