Quick Asked: Practifi Contact Us?
Last update: 14 Apr, 2024 
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What do i get as a practifi client? As a Practifi client, you’ll have 24/7 access to our online Success Portal, where you can submit tickets and search the knowledgebase for fast and simple access to the answers you need. You’ll also have access to a Client Success Manager as your point of contact and expert on all things Practifi.What can practifi do for you? With Practifi, you can tear down the barriers to efficiency with automated workflows, comprehensive process control, smart data capture, and real-time monitoring & collaboration. Your team members have exactly the information they need, when they need it because we help you unify every critical data point.How can practifi help you build the advice firm you want? Build the advice firm you’ve always imagined by simplifying the complex. With Practifi, you can tear down the barriers to efficiency with automated workflows, comprehensive process control, smart data capture, and real-time monitoring & collaboration.
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Practifi Crunchbase Company Profile & Funding
Contact Email [email protected]. Phone Number +61280056557. Practifi is a business management platform for financial services that provide financial advice for businesses and firms. It enables firms, businesses, and companies to manage their clients, partners, and providers. The company utilizes CRM, practice management, and accountants for Founded: 2013Founders: Emily Wilcox, Adrian Johnstone, Glenn Elliott
Person (Contact) – Practifi Success
Person (Contact) Follow. Vikash Radia. May 17, 2017 17:35. The standard Salesforce Contact object is relabelled as Person and represents an individual, such as: a contact, partner or child in an advice client household; a key employee contact at a business client; a fund member; or. a key staff member at a provider company.