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PractiFI is a business management platform for financial advice, superannuation, and insurance. PractiFI allows running your business on the cloud, automating your process, integrating your point solutions, and engaging more meaningfully with your customers.
Category
Financial Advisers CRM Software
Features
• The automated workflow engine brings efficiency and consistency to every client interaction • Manage ad hoc activities through tasks to ensure everyone knows exactly what they need to do and when • The tasks feature helps to understand where the effort is being spent to identify and remove inefficiencies • Track the cost and utilisation of each staff member and brings transparency to business operations • The productivity tracking feature smoothens periods of peak activity and drives maximum efficiency • Leverage incredible power to import and export data whether from CSV files or full data-bases.
License
Proprietary
Price
Contact for pricing
Pricing
Subscription
Free Trial
Available
Users Size
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
Company
PractiFI
What is best?
• The automated workflow engine brings efficiency and consistency to every client interaction • Manage ad hoc activities through tasks to ensure everyone knows exactly what they need to do and when • The tasks feature helps to understand where the effort is being spent to identify and remove inefficiencies • Track the cost and utilisation of each staff member and brings transparency to business operations
What are the benefits?
• Automates the repetitive tasks and integrates the very best tools • Maximize revenue by extending the value of every client relationship • Gain real-time insights into additional revenue opportunities across advice, lending, and accounting platforms • Engage more meaningfully with your customers
PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
9.2
7.2
Features & Functionality
9.0
7.6
Advanced Features
9.1
7.4
Integration
9.0
6.5
Performance
9.2
6.2
Customer Support
9.1
7.0
Implementation
6.8
Renew & Recommend
6.6
Bottom Line
PractiFI is a business management platform for financial advice, superannuation, and insurance that allows running your business on the cloud, automating your process, integrating your point solutions, and engaging more meaningfully with your customers.
9.1
Editor Rating
6.9
Aggregated User Rating
14 ratings
You have rated this
PractiFI is a business management platform for financial advice, superannuation, and insurance. PractiFI allows running your business on the cloud, automating your process, integrating your point solutions, and engaging more meaningfully with your customers. PractiFI automates the repetitive tasks and integrates the very best tools and curates the most powerful financial advice business platform.
With PractiFI, financial advisors can maximize revenue by extending the value of every client relationship by understanding the potential to increase the share of wallet. Financial advisors can also gain real-time insights into additional revenue opportunities across advice, lending, and accounting platforms.
With PractiFI, advisors can increase efficiency by streamlining client engagement and improving turnaround times to maximize productivity. The automated workflow engine brings efficiency and consistency to every client interaction.
The tasks feature offers financial advisors with a unique platform to manage ad hoc activities through tasks to ensure everyone knows exactly what they need to do and when. The tasks feature also helps to understand where the effort is being spent to identify and remove inefficiencies. The analytics feature provides real-time business management dashboard that assists in identifying everything.
This includes high performing team members, process bottlenecks, and understand opportunities for efficiency gains. The productivity tracking feature enables financial advisors to track the cost and utilization of each staff member and brings transparency to business operations.
The productivity tracking feature also smoothens periods of peak activity and drives maximum efficiency. The data import tools enable leveraging incredible power to import and export data whether from CSV files or full databases.
By clicking Sign In with Social Media, you agree to let PAT RESEARCH store, use and/or disclose your Social Media profile and email address in accordance with the PAT RESEARCH Privacy Policy and agree to the Terms of Use.