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Practifi
Practifi
practifi.com

Locations

Sydney, NSW, Australia · Sydney NSW, Australia

industry

Finance

Size

51-200 employees

Stage

Series B

founded in

2013

Practifi is the performance optimization platform purpose-built for the Wealth Management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist Wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations.

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