|Search Results||Showing 1 - 10 of 12 results for "Practifi"|
|... portal to help advisers develop their client service proposition and optimise efficiency in their practice process. Practifi recently integrated with XPLAN to improve its compliance functionality and efficiency by eliminating data duplication with a ...|
|... 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 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 ...|
|... 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 Partners via the ...|
|... 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 ...|
|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 ...|
|... 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 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 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 ...|
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh.
A retail superannuation fund has dropped the investment fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive.
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