Search Results | Showing 1 - 8 of 8 results for "Glenn Elliot" |
| | ... Johnstone as its new chief executive to drive business growth. Johnstone succeeds co-founder and former chief executive Glenn Elliot, who will maintain his position on the Practifi board of directors and retain an ownership stake in the company. "It's ... |
| | | The business management 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 ... |
| | | A fintech which delivers business 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 ... |
| | | 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 ... |
| | | 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 ... |
| | | 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 ... |
| | | Several AMP practices, including PFG Financial Services, are adopting cloud-based financial advice business administration platform PractiFI. PractiFI aims to integrate CRM, registry, policy administration, and telephony systems for financial advice ... |
| | | Financial planning dealer groups are responding to a groundswell of momentum to social media, but before they move into the public domain they are making themselves at home with enterprise social media networking. This relatively new concept, especially ... |
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