Practifi
from Broadridge Financial Solutions
Comprehensive business management platform for financial advisory firms featuring client relationship management, lead pipeline management, advanced segmentation, automated workflows, campaign tracking, team collaboration tools, compliance support, data analytics, and client segmentation. Provides a holistic view of the advisory business with industry-specific data models and integrations.
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
Practifi
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