Fee Disclosure Statements

PractiFI Demo: Fee Disclosure Statements

With the FoFA reforms, Fee Disclosure Statements (FDS) have become an administrative requirement that can take up valuable time in a financial services business. What if you could easily identify clients that are due for a statement, generate them at the click of a button and email them directly to the client?

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PractiFI Opportunity Identification

PractiFI Demo: Opportunity Identification

The best place to look for revenue opportunities is within your existing client base. In financial services, the ability to unlock business value and increase revenue is critical to success. So how do you identify sales pipeline opportunities and demonstrate the benefit of proactive advice?

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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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Person View - Personally Identifiable Info

PractiFI Demo: Merging Local & Cloud Data in PractiFI

Many financial services businesses engage proactively with regulators and implemented enterprise cloud platforms at scale. Others opt to store customer information inside their firewall, limiting their cloud options. PractiFI's Pinot Noir release changes all that, seamlessly merging the cloud with data from behind your firewall.

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Analytics - Adviser Performance

PractiFI Demo: Drill-Through Analytics

Our Pinot Noir release takes PractiFI Analytics to another level of interactivity with drill-throughs actions. Click chart segments to drill down for more detail, redirect to other pages or open popups for more information. But the real power lies in the configurability of Analytics to answer the questions you might need to ask in future.

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