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Practifi, a performance optimization platform for the wealth management industry, is partnering with Concurrent Investment Advisors, LLC...
Practifi, a performance optimization platform for the wealth management industry, today announced Tim Highland will serve as Head of Product Strategy....
Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualization tool...
Practifi, a performance optimization platform for the wealth management industry, today announced the rollout of its latest application for business...
Practifi, a performance optimization platform for the wealth management industry, today announced the addition of Red Rock Strategic Partners ("Red...
Practifi, a performance optimization platform for the wealth management industry, today announced the company has launched Practifi University...
Practifi, a performance optimization platform for the wealth management industry, today announced the continued build-out of its sales and consulting ...
Practifi, a performance optimization platform for the wealth management industry, today announced the company has evolved its brand to align with its ...
Practifi, a business management platform for high-performing RIAs, broker-dealers and wealth institutions, today announced Paige Johnson has joined...
Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the...
Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, today announced Tim Highland has joined...
Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new...
Practifi, a business management platform for financial advisors, today announced its $16.3 million Series B funding led by Updata Partners, with...
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