Practifi Case Studies

As Concurrent Investment Advisors transitioned to a fully independent RIA, they needed a technology solution capable of supporting their growth while ensuring compliance and operational efficiency. Struggling with outdated workflows and manual processes, the firm sought a more scalable CRM platform. Practifi helped streamline their operations by automating workflows and enhancing advisor transitions, enabling Concurrent to onboard new advisors more effectively. With Practifi at the core of their technology stack, Concurrent is now better equipped to scale and continue delivering high-quality client service.

As Apollon Wealth Management expanded, the firm sought a technology solution that would enhance efficiency while maintaining its high standard of client service. Recognizing the limitations of their existing systems, they turned to Practifi to streamline operations and empower advisors to focus on personalized financial planning. By adopting a more integrated approach, Apollon has reduced administrative burdens and improved client engagement. With this transformation, the firm is well-positioned to continue delivering specialized, client-centric advice at scale.

First Foundation Advisors, a distinguished firm with a broad reach across five states, sought to elevate their client service amidst growing operational demands. Confronted with the limitations of their outdated CRM system, they turned to Practifi for a transformative solution. Practifi’s advanced features and seamless integration promised to streamline operations and enhance client interactions. With Practifi now at the core of their technology stack, First Foundation Advisors is poised to deliver even higher levels of service and efficiency.

As Bartlett embarked on their journey of technological advancement, their mission was crystal clear: to find a CRM solution that not only met their operational needs but also became a trusted partner in their business growth. For thirteen years, Bartlett had relied on a different provider’s CRM, but persistent challenges with data governance, low adoption rates, and underutilization prompted the need for a change. By making Practifi its central operational hub, Bartlett anticipates leveraging the platform’s integrations and specialized features as catalysts for driving further growth and efficiency within the organization.

Trilogy Financial, a prominent financial advisory firm with over two decades of experience, sought to enhance its client and advisor experience as it expanded nationwide. Facing limitations with their existing CRM system, Trilogy turned to Practifi. With Practifi’s support, Trilogy streamlined their account opening process, fuelled innovation through Practifi’s Sandbox, and successfully drove advisor adoption. This partnership transformed Trilogy’s operations, enabling centralized, scalable, and efficient services, ultimately strengthening their position in the financial advisory industry.

When the Morton Capital team began searching for a business management solution with the features, transparency and flexibility that would allow the firm to continue growing without any obstructions. They found Practifi. Morton Capital’s employee-first mindset led the way toward Practifi as firm leaders saw a visually appealing user interface that would be easier for advisors to manage from day to day.

Bleakley Financial wanted to further tailor its implementation around specific wealth management operations. They began exploring other options that would better support their financial advisors. Practifi quickly emerged as the most feasible solution.

With the integration of Practifi and Box, Goelzer Investment Management streamlined the transition between CRM and file management, allowing for more centralized storage and fewer data inefficiencies. 

Practifi stood out to Profusion Planning as they searched for a business management platform built for financial advisors with automated workflows, compliance monitoring, ease of use, and a multitude of integrations. With a document storage solution also being a key factor in their technology evolution, Practifi’s seamless integration with Conga made it the perfect choice. 

EP Wealth Advisors was looking to reunify departments and run all processes through one single source and one CRM. Practifi stood out as the new CRM solution because of its specific design for financial advice firms, as well as its ease of use, automated workflows and monitoring features. Practifi’s seamless integration with Egnyte made it the perfect choice for EP Wealth Advisors.

The HPH Solutions team relies on their tech stack to fuel productivity and provide an excellent client experience every day. Practifi has helped the firm unlock its full potential and deliver award-winning financial advice. In particular, they have benefited from Practifi’s open API, built-in solutions dashboard and intuitive user interface.