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.

Sydney, NSW, Australia

Sydney NSW, Australia

Practifi

Updata Capital Inc is a financial services company that provides growth equity and growth experience to the next generation of technology market leaders.

Updata Management LLC

Updata Partners

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