Practifi
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About
Practifi is a software solution addressing the critical need for integrated platforms within wealth management firms. It aims to prevent isolated client data, improve business efficiency, strengthen client relationships, and support business scalability, which are often hindered when software systems fail to communicate. The platform is well-regarded by users, boasting a 4.4 rating from 18.7K reviews, and offers both a free trial and a free version for prospective clients.
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