Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows, and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect with and grow their client base. Bringing together opportunities to strengthen client loyalty, enhance team collaboration, and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, own their growth, and own their future.

Sydney, NSW, Australia

Chicago, IL, USA

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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