PractiFI

Sydney, NSW Australia

Finance / Banking / Insurance

PractiFI is the disruptive force in CRM and practice management for financial services. Built with the power of the Salesforce platform, PractiFI brings the best of contemporary cloud features and integration to the wealth industry. PractiFI is about financial intuition, fearless ideas and feeling an intimacy with your clients that you've never known before. Financial advisers, superannuation funds, mortgage brokers, insurance brokers and accountants now have an exciting and genuine alternative. But PractiFI is 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.