All the specialist point solutions in the world won’t manage and grow your business. PractiFI is designed to be the platform to run a wealth company, day in, day out. Its features are aimed squarely at driving revenue, increasing workflow efficiency, building team collaboration and reducing customer servicing costs, across all of your business divisions, hence the Revex relationship.
But most importantly, it’s how PractiFI brings these features together that really matters.
PractiFI is the customer platform for wealth management. Built with the power of Salesforce, PractiFI brings the best of contemporary cloud features and integration to the wealth industry. But it’s more than just a system. It’s an ecosystem of best-of-breed technologies that integrate harmoniously to create something that’s so much more than the sum of its parts.
This open ecosystem is why Revex is pleased to work directly with the fantastic team at PractiFI, in line with our commitment to sharing data across ALL financial planning systems.