Designed and built for the needs of financial advisers, PractiFI for Financial Advice puts an incredible array of features right at your fingertips, with the ability to configure countless more. We’ve automated the repetitive, delved deep into analytics, and integrated the very best tools to curate the most powerful financial advice business platform in the world.

PractiFI - Maximise Revenue

Maximise revenue

The shortest path to revenue growth is through existing clients. Extend the value of every client relationship by understanding the potential to increase share of wallet. Gain real time insight into additional revenue opportunities across advice, lending, accounting and more.

PractiFI for Financial Advice provides a single, unified view of every client. Rich analytics highlight every client’s service take-up, identifying where scope to extend your offering exists. Add clients directly to marketing lists and watch your revenues grow.

SERVICES & INSTALMENTS

Track estimated and actual effort across every step of your business processes. Reconcile client records with licensee revenue files and identify the profitability levers that deliver growth.

DATA IMPORT TOOLS & EXTRACTS

Use our powerful import tools to absorb revenue files or upload and export client data. Simple file mapping and elegant exception handling ensure seamless, repeatable data management.

PROCESSES

Automated workflows enable faster onboarding and service delivery, reducing the time and effort your team spend while maximising revenue potential every step of the way.

SERVICE PROVIDERS

Understanding exposure to service providers and their context with clients brings leverage when negotiating fees. Track key staff as they move between firms to maintain influence.

CLIENTS, PEOPLE & CLIENT ENTITIES

See every individual in every context to understand their true 'value'. Identify decision makers and network influencers by the revenue generated and tailor your relationship approach.

RELATIONSHIPS

Build a rich, 360 degree view of every relationship. From clients to service providers, identify and manage influencers to foster referrals and drive revenue growth.

ANALYTICS

Break free from spreadsheets with configurable real-time, interactive analytics dashboards. Track pipeline, identify opportunities and target activity to capture a greater share of wallet. 

INCOME & EXPENSES

Track your clients’ income and expenses to identify opportunities. Combine this data with demographic and revenue data to deepen segmentation and market additional services.

ASSETS & LIABILITIES

Capture assets and liabilities and link them to show net positions. Easily identify what’s under advice and highlight opportunities to cross sell. Track changes to demonstrate strategy value.

Increase efficiency

Take your business to the next level. Free your team of administrative burden by automating the repetitive and eliminating the unnecessary. Reduce risk, streamline client engagement and improve turnaround times to maximise productivity and realise your potential.

PractiFI for Financial Advice drives efficiency with built-in processes across the advice spectrum. Track productivity, measure profitability and gain deep business insights with rich and configurable analytics. Unlock the most efficient advice business imaginable.

PROCESSES

Our automated workflow engine brings efficiency and consistency to every client interaction. Take control of your processes through our simple configuration interface.

TASKS

Manage ad hoc activity through tasks to ensure everyone knows exactly what they need to do and when. Understand where effort is being spent to identify and remove inefficiencies.

ANALYTICS

Real-time business management dashboards help identify everything from high performing team members to process bottlenecks to understand opportunities for efficiency gains.

PRODUCTIVITY TRACKING

Track the cost and utilisation of each staff member and bring transparency to business operations like never before. Smooth periods of peak activity and drive maximum efficiency.

DATA IMPORT TOOLS & EXTRACTS

Leverage incredible power to import and export data whether from CSV files or full data-bases. Move data to & from PractiFI into Excel and create local system back-ups with ease.

INCOME & EXPENSES

Store client income & expense data either through manual input or integration with other tools and use it to power cashflow models and even merge into application forms.

ASSETS & LIABILITIES

Hold details of listed and lifestyle assets and overall liabilities for client to drive net worth calculations, merge into applications and produce reverse fact-finds to power reviews.

POLICIES & BENEFITS

Our insurance module allows tracking and management of policies, premiums, benefits and more. Identify clients where circumstances have changed but no insurance exists.

CONTROL & CONFIGURE

PractiFI strikes the balance between turn-key and configurable. Get started with the standard, then tweak and create a solution just right for your business. All with our simple user interface.

Simplify compliance

Compliance is critical but shouldn’t dominate everything you do. Integrate compliance information into the client record to create a single rich, complete audit history of every relationship. Accurate records at adviser, practice and licensee level deliver transparency with zero additional effort.

PractiFI for Financial Advice captures all the compliance information you need. Record meetings, calls, email, digital-signatures, and even SMS. Align goals and recommendations, define strategies, produce FDS, opt-in renewals and more. A single, effortless compliance lens on every client.

PROCESSES

Standardised processes make compliance a breeze. Details of every action taken for a client follow a consistent pattern, building a rich and audit-ready client record without additional effort.

TASKS

As part of a process or once-off, use tasks to link every activity neatly to the client, forming a single compliance record. You can take notes, trigger processes and store voice recordings.

NOTES, DOCUMENTS & COLLABORATION

Use templated and free-form file notes to build a rich audit history of client interactions. Link to stored documents and collaborate with colleagues directly on the client record.

GOALS, ADVICE & RISK PROFILES

Capture client goals, strategies and risk profiles in detail and link them directly to recommendations. Track changes over time to create a central compliance record of advice.

SERVICES & INSTALMENTS

Services record the work you do for clients and link to revenue instalments received. You can power fee disclosure statements (FDS) directly from the service record either in bulk or adhoc.

ANALYTICS

Configurable dashboards provide real-time insight into key compliance metrics, allowing easy identification of risk factors such as scope of advice adherence and interaction frequency.

The right choice for the advice industry

As trusted by

Pricing

There’s a plan to suit your advice business

Core

$80

/user/month

(when paid annually)

Best for

Smaller advice businesses looking for a way to unify the client record. Single location, single product line

Prices in AUD excluding GST

Plus

$130

/user/month

(when paid annually)

Best for

Advice businesses that want to drive profitability and connect PractiFI with their business tools. Multiple product lines, single location

Prices in AUD excluding GST

Pro

$180

/user/month

(when paid annually)

Best for

Advice businesses that want to take advantage of all of PractiFI’s features across all of their offices. Multiple product lines, multiple locations

Prices in AUD excluding GST

Core

$80

/user/month

(when paid annually)

Plus

$130

/user/month

(when paid annually)

Pro

$180

/user/month 

(when paid annually)

Best for

Financial advice businesses looking to drive efficiency and ease compliance. Single product line, single location.

Financial advice businesses looking to drive profitability and integrate their business systems. Multiple product lines, single location.

Advanced financial advice businesses looking to scale operations or grow through acquisition. Multiple product lines, multiple locations.

KPI Based Activity Tracking Tiles

Standard tiles

Standard tiles

Standard and custom tiles

Pipeline and Performance Analytics

Standard analytics

Standard and custom analytics

Automated Task and Workflow Engine

Tasks only

Custom processes and tasks

Custom processes and tasks

Service Level Hierarchies

Multi-Division Hierarchies

Revenue Uploader

Instalments

Fact Find

Integrations

Email, Box, Conga

Goals and Recommendations

Strategies

Risk Profiles

Assets and Liabilities

Income and Expenses

Insurance

System Configuration

Basic categories only

Full configurability

Softphone Integration Support

ISO27001 Compliant Data Centres

Licensee Level Reporting

Open Integration APIs

Mobility

Phone and tablet

Phone and tablet

Phone and tablet

Prices in AUD excluding GST

Add-ons

DATA MIGRATION

Let us take care of your data migration

Download

TRAINING

Become an expert with our range of training options.

Download

LICENSEE

We have a complete solution for licensees.

Download

SUPPORT

We have a range of support options available

Download

CUSTOMISATION

We are able to customise your instance of PractiFI

Download

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