Search Result: Practifi

Dec
02

Practifi welcomes Umesh Banga as Director, Advice Solutions – APAC

Business management platform Practifi today announced Umesh Banga has joined the company as Director, Advice Solutions – APAC.

DETAIL
Jan
12

Practifi completes A$24M Series B funding round with US-based Updata Partners to accelerate growth

Business management platform Practifi has announced the completion of a A$24 million Series B funding led by U.S.-based Updata Partners.

DETAIL
Aug
30

Practifi’s Lindsey Hanson on putting the customer first

Lindsey Hanson is the head of Customer Success at Practifi, a cloud-based business management platform powering growing financial advice firms around the world.

DETAIL
Apr
12

Emily Wilcox: Practifi’s Australian COO disrupting the American fintech space

Rising through the ranks of the crowded and male-dominated world of finance and technology, financial services firm Practifi’s COO Emily Wilcox recently spoke with Eric Dye on EPN–the Enterprise Podcast Network—about her emerging role within the field, how fintech is developing and what the future holds for CRMs and women in the financial services sector. Speaking from her new-found home in Chicago, Emily started off by detailing her experience with Practifi, and what it was that led her to a career in the fintech space. Having been with Practifi for just over five years, Emily recalled how she was one of the very first employees in the team. Her journey […]
DETAIL
Mar
07

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 […]

DETAIL
Dec
11

Practifi: How a successful Fintech company was created from a few glasses of wine

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 […]

DETAIL
Nov
30

Practifi’s US expansion exceeds expectations

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 […]

DETAIL

TIQK partners with Practifi

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 […]

DETAIL