Search ResultsShowing 1 - 10 of 12 results for "Practifi"
Advisers loyal to XPLAN: Report
KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... 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 ...
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
... 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 ...
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 ...
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