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Showing 11 - 20 of 21 results for "Practifi"

Practifi integrates with XPLAN

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
... platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API. The integration builds on Practifi's compliance and efficiency by eliminating data duplication with a single, completely integrated client record. Practifi's ...

Practifi continues growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 6 NOV 2018
Practifi entered a strategic partnership with a Sydney-based regtech to help financial advisers ensure their Statements of Advice are compliant. Advisers using the Practifi platform will now have access to TIQK, a regtech solution that combines compliance ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... administration services to the financial advice, superannuation and insurance industries has received funding to launch in the US. PractiFI received a $3 million injection from a joint venture between Microequities Asset Management and Equity Venture ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI is designed to automate business administration for the advice, super and insurance industries. Midwinter ...

MyPlanner inks deal with tech provider

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
Independent financial advice licensee MyPlanner has become the first dealer group to partner with PractiFI. As part of the dealer group's business-wide technology transformation strategy, MyPlanner and its adviser network will now use PractiFI's solution ...

NGS partners with tech platform

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... transformation. NGS who provides superannuation and financial advice to more than 100,000 clients has partnered with PractiFI. PractiFI integrates CRM, registry, policy administration and telephony to increase revenue and workplace efficiency. "We're ...

PractiFi partners with PSK, Godfrey Pembroke vet

ALEX BURKE  |  TUESDAY, 8 DEC 2015
PractiFi has partnered with a veteran financial adviser to streamline his website's client engagement tools. Founded by former PSK Financial Services and Godfrey Pembroke adviser James Gerrard, financialadvisor.com.au provides clients with direct access ...

Mercer selects customer management platform

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
Mercer has selected PractiFI as its core platform for customer management. Mercer leader of financial services Pacific, Andrew Godfrey, said PractiFI will help track every interaction in a single customer view and manage workflows across customer service ...

PractiFI expands with $1.3m seed funding

ALEX BURKE  |  MONDAY, 14 SEP 2015
Financial advice practice administration platform PractiFI has closed its seed funding round after raising capital to expand overseas. PractiFI raised $1.3 million in angel investor funding from Australia, Malaysia, the UK and US. "We are hugely excited ...

Regulator clouding wealth management: PractiFI

DARREN SNYDER  |  THURSDAY, 9 JUL 2015
... systems that hold customer identity and transaction history among others. Although concurring with many of APRA's points, PractiFI co-founder Adrian Johnstone believes the regulator is also stuck in a time warp. Johnstone has suggested APRA is implying ...