SAN FRANCISCO, April 16, 2025--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a strategic ...

Seasoned Executives Bring Unparalleled Expertise in Sales and Project Management to Practifi's Team CHICAGO, May 11, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

Chicago, June 08, 2021 (GLOBE NEWSWIRE) -- Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced that it has appointed Vlad Anghel, Eric Peters, ...

Practifi’s AI-first framework brings connected intelligence across its established CRM, helping advisory teams enhance workflows without new systems or extra vendors CHICAGO--(BUSINESS WIRE)--Practifi ...

New York, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’ ...

Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to ...

Former Skience and Docupace Sales Executive Brings Deep-Seated Relationships and Industry Expertise, Enhancing Practifi's Growth Path and Partner Ecosystem CHICAGO, April 20, 2022 /PRNewswire/ -- ...

Wealth management platform provider PractiFI has partnered with Rubik to expand its superannuation technology offerings in a bid to create a “genuine” and “open” ecosystem for super funds. By ...

Simplicity: With a simple click of a button, advisors can, quickly and easily, create and update a client's key household data in MoneyGuide from Practifi. This can mitigate risk by bringing ...

Wealth management specialist PractiFI has integrated Natterbox’s IP telephony offering into its platform in a bid to “streamline voice interactions” and deliver more efficient and scalable wealth ...