FinancialAdvisor.com.au Scales with PractiFI Integration

FinancialAdvisor.com.au rolled out PractiFI in early 2015, which provided them a single view of their clients out of the box. They extended this further by adding in PractiFI’s Web Enquiry module, which plugged directly into the FinancialAdvisor.com.au website with little configuration.

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Integrated Telephony for Strong Customer Relationships

Integrated Telephony for Stronger Customer Relationships

CEO Glenn Elliott is talking through the multi-divisional capacity that comes with the Malbec release. No matter the complexities of your business structure, PractiFI will have you covered!

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