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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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.

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Invest Blue signs onto PractiFI platform

As reported by Financial Observer, AMP-aligned financial advice business Invest Blue has selected PractiFI to increase the efficiency of its advice business.

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Technology enables 'richer' client relationships

Our CEO, Glenn Elliott, says “Only PractiFI provides a platform for running an adaptable, flexible business that meets the unique needs of customers.”

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Equipsuper signs onto PractiFI platform

As reported today in Super Review and FST Media, we're excited to announce that Equipsuper has chosen PractiFI as their customer engagement platform. With PractiFI, Equip gains a competitive advantage by putting their members and employers at the heart of everything they do.

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Startup Daily: Sydney startup PractiFI helps the wealth sector improve client relationships

Our CEO, Glenn Elliott, had a chat to the guys at Startup Daily about the genesis of PractiFI and the need for a serious technology shake up in the wealth management sector.

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PractiFI introduces multi-divisional capabilities

Our CEO Glenn Elliott had a chat with Adviser Innovation about how PractiFI's upcoming Malbec release includes multi-divisional capabilities, providing advisers with greater insight into their business.

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Press Release

PractiFI at centre of Mercer's unprecedented investment in innovation

PractiFI is proud to announce that Mercer, a leading provider of outsourced superannuation administration services in Australia and a global consulting leader in advancing health, wealth, and careers, has chosen PractiFI as its core platform for customer management.

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