Advanced Technology for Advisors with Practifi



With headquarters in Australia and a branch in Chicago, Practifi is a company that’s all about developing convenient technology for all busy financial advisors out there.

Listen in as David Armstrong, Editor and Chief at Wealthmanagement.com, and Practifi’s Co-Founder & Chief Commercial Officer, Adrian Johnstone, talk about his company’s technological customer relationship management (CRM) approach and the advanced platform-building experience.  

In this episode, you’ll learn:

  • How Practifi can help financial advisors achieve an integrated professional experience
  • Ways the firm’s technology better connects remote-located workforce 
  • The company’s automation and customization approach  
  • And more!

Tune in as Adrian discusses the financial services technological ecosystem in both the American and Australian markets! 

Resources:  WealthManagement.com | Practifi


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