Business management platform Practifi has announced the completion of a A$24 million Series B funding led by U.S.-based Updata Partners.
Lindsey Hanson is the head of Customer Success at Practifi, a cloud-based business management platform powering growing financial advice firms around the world.
Practifi integrates with XPLAN to create an end to end business technology solution for Australian financial advisers.
Practifi, the business management platform for financial advice, has today announced their integration with Iress XPLAN, which will be available to clients in their forthcoming product update. The integration will provide advisers with a business management solution that proactively improves compliance and increases efficiency by eliminating data duplication with a single, fully integrated client record. Leveraging the recently released Iress Open API, Practifi Chief Commercial Officer, Adrian Johnstone described the integration as ‘genuinely game changing for advice firms and licensees of all sizes.’ Johnstone added, ‘this integration ensures advisers can pair Australia’s most used advice tool with a genuine industry specific business management platform for the first time. With our […]
Adrian Johnstone, Chief Commercial Officer and Co-founder of Practifi, recently spoke to the Entrepreneur Podcast Network (EPN), where he went into depth about his company, what inspired its inception, and what the future holds for the financial advice and services industry as Practifi expands into the US market. Practifi is the business management platform for the financial advice industry. It is an exciting alternative to traditional CRM systems and offers an end-to-end solution that revolutionises financial services businesses by enabling them to reach their full growth potential. With you can run your business on the cloud, automate your workflows, integrate the best tools and build the advice business you’ve always […]
Sydney, Australia-based fintech provider, Practifi, has continued to experience exceptional growth over the 2018 calendar year, with their international expansion to the U.S. surpassing expectations on every measure. In describing the international response to Practifi, Chief Commercial Officer and Co-founder, Adrian Johnstone says, “Our upfront investment in market research and product design has paid huge dividends this year. Our Chicago office is now established, with the team growing rapidly to meet demand far in excess of our ambitious forecasts.” With clients spanning the major west coast, midwest and east coast financial centers, Practifi is already considering the location for its next US office. Global growth in other markets is also […]
TIQK, a RegTech SaaS company based in Sydney, Australia today announced a strategic partnership with Practifi, the business management platform for financial advice and superannuation. TIQK CEO Steve Thomson said he was “delighted to announce this strategic partnership with Practifi, who, from the early days of TIQK’s inception, have shared our vision of making it easy for advisers to ensure that their advice is not only compliant, but is in the best interests of their client. A component of this partnership will be the development of an integration that allows Practifi users to have the power to seamlessly audit Statements of Advice at their fingertips”. Additionally, the integration […]