Midwinter and PractiFI integrate to provide advisers with world class business management system

PractiFI and Midwinter Financial Services have today announced a software partnership which is set to streamline the financial planning advice process. This powerful partnership allows PractiFI and Midwinter to synchronise rich client details between PractiFI and AdviceOS, removing the effort involved in duplicate data entry and the risk of error.

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PractiFI Barbera

PractiFI Barbera Release

Barbera is known for its deep colour, so it's only fitting that we named this release after it. We've not only made some enhancements to PractiFI, but we've also deepened our integration prowess. We love release time, and we hope you love this release as much as we've loved building it. 

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GetFeedback

PractiFI’s GetFeedback integration delivers powerful client feedback and NPS functionality

We want our clients to get the most out of their customer feedback. Our GetFeedback integration helps you understand and improve the customer experience through the use of client feedback and Net Promoter Score (NPS) surveys.

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myPlanner Australia PractiFI

MyPlanner selects PractiFI as business management platform

As part of a business wide technology transformation program, fast growing non-aligned licensee MyPlanner has chosen PractiFI as their core business management platform.

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moneybrillaint

PractiFI and MoneyBrilliant partner to offer a continuous financial planning proposition

PractiFI, the business management platform for financial services, today announced a partnership with MoneyBrilliant, a technology application improving the financial lives of clients, which will provide advisers with a continuous financial planning proposition.

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PractiFI Rioja Release

PractiFI Rioja Release

Rioja (pronounced ree OH hah) is one of the most comprehensive updates we’ve ever made to PractiFI, featuring a completely new user interface, responsive design, significantly improved load times and dozens of new features.

As always, feel free to get in touch if you would like more specifics on any of the below.

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CMSF 2017 – A perspective from FinTech Alley

As a participant in the superannuation industry for many years, I was intrigued by the prospect of being an exhibitor rather than a delegate at CMSF 2017. The intrigue was heightened because we were participating in the inaugural FinTech Alley concept. It was also our first ever conference outing as a firm.

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PractiFI wins inaugural Salesforce PitchComp

Last week, Salesforce held the Sydney leg of their World Tour, which included their inaugural Salesforce PitchComp. PractiFI was one of three cloud based startups chosen to pitch and we are extremely proud to announce that despite the seriously stiff competition, we emerged as the victors!

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