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 […]
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 […]
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 […]
Financial business management platform PractiFI raises $3 million to establish North American headquarters and take on US
PractiFI, a revolutionary business growth management platform for forward-thinking financial advice firm announced a AUD$3 million investment led by Microequities Venture Capital Fund. The financing will be used to rapidly accelerate PractiFI’s global strategy, establishing a North American headquarters in Chicago, expanding the US customer success team and building a range of new product integrations with other financial apps and tools. Since winning its first US client earlier this year, the Sydney-based company has gone from strength to strength and this international investment marks a significant milestone in its exponential growth. Following the investment, Howard Leibman of Microequities and Equity Venture Partners will join the PractiFI board. Mr Leibman says, […]
Midwinter & PractiFI integrate to provide advisers with world class business management system
PractiFI and Midwinter Financial Services have today announced a software partnership which is set to streamline the financial planning advice process. Through both systems’ open API, PractiFI, the business management platform for financial services, will seamlessly integrate with AdviceOS, Midwinter’s flagship financial planning software. The integration provides users with connected access to both systems, allowing data to flow freely each way. It comes as demand is increasing for an industry specific CRM, which PractiFI offers with its Salesforce-based platform. The integration synchronises rich client details between PractiFI and AdviceOS, removing the effort involved in duplicate data entry and the risk of error. It also allows advisers and […]
Thank You & Merry Christmas!
From the team at Australian FinTech, we’d like to say a massive THANK YOU to everyone who has supported us over the past 12 months.
Super sector split on fintech opportunity
Superannuation funds were split into “two clear camps” when it came to dealing with fintech disruption, with half the industry pushing to integrate new technologies into their business, while the other half was running scared from the potential risks of partnering with fintechs, according to PractiFI. Speaking to financialobserver, PractiFI chief executive Glenn Elliott said there were “massive differences” between how super funds were responding to the opportunity digital innovation presented them, but that did not necessarily depend on the size or age of the fund, with some traditional industry players excelling as much as new industry entrants. “There are those that are embracing fintech with great vigour and are […]
