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!

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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.

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PractiFI Alsace Release

It's time for another wine. PractiFI Alsace fills your glass with a crisp set of new features and enhancements.

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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.

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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.

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Campaign Monitor

PractiFI Demo: Campaign Monitor Integration

Creating, sending and monitoring any outreach activity can be difficult, particularly when you are dealing with large numbers of clients. PractiFI's Campaign Monitor integration allows you to create campaigns and maintain visibility over them at a client interaction level. Supercharge your marketing and communication activity, no matter what type of financial services business you operate.

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PractiFI OmniLife Integration

PractiFI Demo: OmniLife Integration

PractiFI's integration with OmniLife makes insurance advice easier than ever with real time quoting and product comparison tools. Useful for wealth advisers and support staff alike, this integration saves valuable time in any financial services advice business that deals in insurance.

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PractiFI Box Integration

PractiFI Demo: Box Integration

PractiFI's integration with Box makes secure cloud based document storage easy to access across your business. Share documents and collaborate with your team efficiently and effectively.

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PractiFI Provisio Integration

PractiFI Demo: Provisio Integration

PractiFI's integration with Provisio makes model scenarios easier to construct, reducing the need for rekeying of data and providing user friendly outputs that can be used to educate your clients during the sales process.

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PractiFI Provisio Integration

PractiFI Demo: DocuSign Integration

The problem of obtaining signatures from clients is universal. In financial services, we understand the importance of signature management whether it be in insurance, retirement or financial advice. The recent PractiFI Pinot Noir release makes signature management easy through our integration with DocuSign.

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