Midwinter and PractiFI integrate to provide advisers with world class business management system

PractiFI and Midwinter Financial Services have today announced a software partnership which is set to streamline the financial planning advice process. This powerful partnership allows PractiFI and Midwinter to synchronise rich client details between PractiFI and AdviceOS, removing the effort involved in duplicate data entry and the risk of error.

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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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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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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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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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Merge or aquire? Why #fintech is critical to achieving scale in financial services

Will you be forced to merge your business with another when the competition gets too hot? Or will you be dictating terms?

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Technology is key to ethics and good governance in financial services

When parliament returns today there’ll be plenty of debate about business ethics, especially as it applies to banking and financial services. But one thing is missing from the debate - technology!

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LEGO Pieces

All the pieces don't give you all the power

Registry systems manage accounts, not people. In fact they often can’t tell if multiple accounts are owned by the same person, or just people with alike names. Similarly, policy admin systems manage policies, not people, and often have no idea that John Smith and Jonathan Smith are the same individual.

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Press Release: PractiFI & Omnium bring transparency to insurance advice

In a first for the Australian wealth sector, Omnium’s industry-leading life insurance research solution, OmniLife, has been integrated into the PractiFI platform as a fully branded tool. “This is a game changer for the superannuation and advice industries”, PractiFI CEO Glenn Elliott said today.

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