Practifi

We’re thrilled to share that we’ve taken the first step in our brand evolution! As the industry and our clients have grown, we wanted to evolve alongside it and to power more possibilities. Drop by and check out our new site: bit.ly/3LpDRql

AI is changing advisor tech, but relationships remain at the core. “The heart of a CRM is a relationship. And that’s really the heart of what every advisor does is the relationship,” Growth & Partnerships Director Brooke Deese told @wealth_report. Read: bit.ly/475H8rQ

AI is reshaping how RIAs operate, from automating routine tasks to enhancing client insights. Discover practical ways firms can use AI to improve efficiency, deepen relationships, and scale smarter. 👉 hubs.la/Q040Kw0-0

Apollon Wealth Management streamlined operations and boosted advisor efficiency by adopting Practifi as their core CRM—cutting admin work, improving data visibility, and speeding up client request turnaround. Read the full case study: hubs.la/Q040Kv4S0 #FinTech

Proud moment for the Practifi team! 🎉 We’ve been named one of Chicago’s Best Startup Places to Work by Built In. Grateful for our incredible team who makes this possible every day. 👉Check out the full list: bit.ly/4b0ixr8

New year, new demo 🎯 Join our live Practifi walkthrough on January 21st at 1PM CT. See the platform built for wealth management firms + Practifi Intelligence in action. Register: bit.ly/4jsOISp

Happy New Year from Practifi! 🎉 Here’s to driving efficiency and growth in 2026. #Practifi #WealthTech #HappyNewYear

Merry Christmas & Happy Holidays from all of us at Practifi! ❄️✨ Thank you for making 2025 unforgettable—here’s to an amazing year ahead! 🌟 #HappyHolidays #Practifi

Holiday season = slower momentum for many firms.  Our COO, Emily Wilcox, tells @ThinkAdvisor why planning ahead matters and how to keep progress moving—even during downtime. hubs.la/Q03YSlqS0

AI is here 🚀 Download our No-Nonsense AI Guide for RIAs to learn how AI can transform your firm. 👉 hubs.la/Q03YtryR0 #AI #WealthTech #PractifiIntelligence

Advisory teams don’t need more tools—they need smarter ones. Practifi Intelligence brings AI-powered capabilities into your CRM: No extra systems. No new logins. Just clarity and speed. Learn more: hubs.la/Q03YtpwQ0

AI, automation, and wealth-tech are redefining advisory firms. Catch the GrowthTech Summit 2025 recording for insights on: ✔ Driving growth ✔ Enhancing client experience ✔ Exploring alternative investments ✔ Building scalable models Watch now: hubs.la/Q03Y8P3V0

@investmentnews recently named Practifi one of the most popular CRM platforms for RIAs. Want to see how Practifi compares? Discover why firms are choosing us and explore how we can support your growth. Link: hubs.la/Q03XS75q0

Missed our Practifi Intelligence webinar? Catch it on-demand! See live demos of Meeting, Relationship & Admin Intelligence — AI that transforms advisor workflows without extra tools. 👉 Watch now: hubs.la/Q03XS32l0 #WealthManagement #AdvisoryFirms #PractifiIntelligence

Today’s the day—join us at 3pm CST for our live demo of Practifi Intelligence and see how AI transforms workflows for advisory firms. There's still time to sign up. Don’t miss out—register now: hubs.la/Q03WJSVk0 #WealthManagement #Fintech #AI

Ready to see AI in action? Tomorrow, Dec 10 at 3pm CT, we’re going live with a Practifi Intelligence demo. Discover how it transforms everyday workflows for advisory firms. Don’t miss this—register now: hubs.la/Q03WJVFt0 #WealthManagement #Fintech #AI

What makes Practifi Intelligence different? Find out Dec 10 at 3pm CT in our live demo. See how Practifi Relationship, Meeting, and Admin Intelligence can transform workflows and drive growth for advisory firms. Register now: hubs.la/Q03WJQWX0

Is your tech stack feeling more like a junk drawer than a well-oiled machine? You’re not alone. Our recent blog shares a 5-step strategy to cut the chaos and regain control. hubs.la/Q03WXmF_0 #WealthManagement #Fintech #Advisors

Curious about Practifi Intelligence? Join us Dec 10 at 3pm CST for a live demo with Conor Curtis & Kali Skidelsky. See how Relationship, Meeting & Admin Intelligence transform workflows & drive growth. Register: bit.ly/3KvdVyq #WealthManagement #Fintech #AI #Advisors

We’re proud to be finalists in tonight's @ThinkAdvisor Luminaries Awards ceremony. Practifi has been recognized in: 🏆 Firm Award – Product or Service Innovation 🏆 Firm Award – Thought Leadership & Education Congrats & best of luck to all our fellow finalists!

Something big is coming! Practifi Intelligence transforms workflows with AI—meeting notes, follow-ups & insights when they matter most. Want to see it in action? Join our exclusive demo Dec 10 at 3pm CST: bit.ly/3Y3zU2q #WealthManagement #Fintech #AI