@Practifi

The performance optimization platform that transforms data into insights, action and excellence at scale. #powermorepossibilities

 Sydney // Chicago
practifi.com/
Joined April 2013
  • Tweets2K
  • Following1.2K
  • Followers739
1.1KMedia
“Today’s wealth management industry is awash with data but starved of insight.” @Practifi President and Co-Founder Adrian Johnstone #WMEDGE #Wealthstack
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Amazing pairing of speakers — two of my faves. No better than AJ and @sspotswoodrfg to talk about technology driving personalization in client relationships. @Practifi @RFGAdvisory
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Don’t forget to register for the free CE #webinar: "Preparing Financial Advisory Firms for the Great #GenerationalWealth #Transfer" 2pm ET on 11/16 #MaintainLegacyAccounts #UnderstandModernInvestors #EvolvewithTechnology @Practifi @DigitWealthNews education.dwealth.news/ref/a…
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Tune in to learn why it is the #CRM may hold the key to mass #RIA Adoption of #DigitalAssets Great insights from @adrianjtweet @Practifi on this and more including the #GenerationalWealth transfer conundrum dwealth.news/2021/07/dwealth… @DigitWealthNews @tothestoics
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Data is the new oil. If you can’t measure it, you can manage it.
Practifi@Practifi20 Jul 2021
Nearly 85% of organizations see data as their most valuable asset. Firms can maximize their value by implementing and following data management best practices. Read more: bit.ly/3zvEWXx
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Check out insights from the #AdviceTechLIVE CRM panel to get a better understanding of how CRM software is evolving and the role it should play in your firm’s tech stack. Read more here: bit.ly/2Jvut9C [Featuring @RedtailCRM, @Wealthbox, @JunxureCRM, and @Practifi]
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.@Practifi Co-Founder Adrian Johnstone talks with @djamesarmstrong about his company’s technological customer relationship management approach and the advanced platform-building experience in the latest Wealthies Circle Podcast. #wealthies spr.ly/6017G4k6l
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#PracticeManagement Friday -great moment of recent AdviceTech.LIVE showcase designed by @asset_map was the #CRM roundtable with @RedtailCRM , @Wealthbox , @JunxureCRM & @Practifi - brought to you by @wealthtech_club - #finserv #business #innovation wealth.insart.com/advicetech…
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This week #BankOnItPodcast: Glenn~@Practifi Steve~@ToastTab @yoniassia ~ @eToro Next:@Mark_Goldberg_ ~@IndexVentures @_algoldstein ~ @Avant_US Gangesh~@Peernovainc Last: @hendrikbartel ~ @TruvalueLabs @brandonkrieg1 ~ @Stash @AssafHippo ~ @hippo_insurance link.medium.com/fip8x508j6
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Looking for tips on running your business remotely? Register for this free @ThinkAdvisor #webinar w/ myself, @NexusStrategy, @gspitzner & @Practifi ow.ly/hLTD50yVUhI
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Adrian Johnstone and Glenn Elliott of @Practifi explain how customer relationship management tools might be applied to functions beyond the advisory realm. ow.ly/YpSp50yJEp2
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“It’s really not much harder to build a big successful company as it is a small successful company. "You’re going to be working your arse off anyway, you may as well think big and build big. “Go and conquer the whole world.” - Glenn Elliot, CEO of @Practifi @glennelliot72
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Practifi retweeted
Egnyte@Egnyte4 Dec 2019
#WEBINAR: Save the date, December 5, 2019, @ 10 am PST/1 PM EST & join us to learn how financial advice firms can transform customer experience while creating more efficient processes that meet compliance regulations. fal.cn/35qJm #FinServ @Practifi
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Practifi retweeted
Egnyte@Egnyte21 Nov 2019
#WEBINAR: Save the date, December 5, 2019, @ 10 am PST/1 PM EST & join us to learn how financial advice firms can transform customer experience while creating more efficient processes that meet compliance regulations. fal.cn/35bHj #FinServ @Practifi @EPWealthBayArea
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Practifi retweeted
Egnyte@Egnyte14 Nov 2019
#WEBINAR: Save the date, December 5, 2019, @ 10 am PST/1 PM EST & join us to learn how financial advice firms can transform customer experience while creating more efficient processes that meet compliance regulations. fal.cn/355ci #FinServ @Practifi @EPWealthBayArea
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Practifi retweeted
1871@1871tech23 Sep 2019
Shoutout to these awesome companies who had a chance to connect with Australian Prime Minister @ScottMorrisonMP today. @BookCameo, @PourMyBeer, @Practifi , & @coateshire - thank you for sharing your innovative work! 🙌
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Networking in NYC at #invest2019. If you didn’t get to visit us today, ⁦@Practifi⁩ will be here tomorrow.
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Thanks @craigiskowitz - the answer to the judges question is: all of them plus much more. @Practifi is a full business management platform built specifically for #rias. Check us out at #InVest19 stand 105 if you want us to make the dream a reality.
Craig Iskowitz
@craigiskowitz16 Jul 2019
Judges comments on @Practifi - I love what you’re doing around #advisor business management. - This is the dream; everything in one place. Like Amazon. - UI could be a little overwhelming. - Is it a CRM, workflow, or advisor portal? Scores: 8.0, 8.0, 7.5 #Invest19
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Be in the room where digital wealth innovation happens! 18 firms will demo at In|Vest to showcase the future of #wealthmanagement. Today we previewed @MoneyGuidePro, @jane_ai, @Practifi and @Refinitiv - bit.ly/2J4RPzc
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Our integration with @Practifi gives advisors visibility into account performance. Data flows between the 2 systems in real time ensuring your info is always up to date & keeps your client & asset records in sync with Orion’s Households & Accounts. More: bit.ly/2W8G0R2
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