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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GetFeedback

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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moneybrillaint

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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PractiFI Rioja Release

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.

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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 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.

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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.

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