Run the most efficient advice business imaginable,
natively on Salesforce
The financial advice landscape is forever changing. With increasing expectations from both clients and advisers, ever-present compliance burdens and growing competition, dealer groups and practices need to keep pace. The demand for richer, more connected systems has never been more urgent.
You need a customer platform that handles clients, people and entities across multiple practices and service lines. You need an industry application that integrates rich relationship management with workflow, best-of-breed industry tools and real-time analytics. This is no longer just desirable. It’s essential.
INCREASE SHARE OF WALLET
With disconnected silos of customer data stuck in advice tools, email apps and marketing systems, too many financial advisers don’t know their client the way that they should. And they’ll never know how much additional revenue is being left on the table.
Why only provide investment advice to a client who also needs superannuation, portfolio management, insurance and estate planning?
PractiFI Financial Advice solves that problem with a single, unified view of every client. Quickly and easily see if the client’s full scope of advice has been addressed and ensure that all of the practice’s services have been offered.
Too many advice businesses are still stuck in the old world of manual processes and mountains of paper. Others have tried to streamline, only to find themselves struggling with complex processes and threads that are impossible to maintain. Why can’t there just be an easy-to-use workflow solution for the advice industry?
PractiFI Financial Advice drives efficiency with built-in processes for first meetings, fact finds, advice preparation, strategy presentation, implementation and review. Track productivity with estimated and actual effort and costs for standardised workflows.
For too long, advice industry apps have been way too hard to integrate. They’re too often built using niche technologies and closed architectures.
PractiFI Financial Advice is built on Salesforce because it’s the world’s leading, easy-to-integrate cloud platform.
PractiFI Financial Advice is the hub into which your point solutions and advice tools integrate. From merged letters to advice generation, insurance research and quotes, portfolio management, document management and marketing automation, you choose the best-of-breed apps you want and plug them in.