Practifi
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Practifi is the single, unified workspace for every role in an advisory firm.
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.
Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.
Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.
Practifi Offices
OnSite Workspace
Employees work from physical offices.
At our 100% remote company, employees have the flexibility to work from wherever they work best.
Typical time on-site:
None
Sydney, New South Wales, AUS
Technology We Use
Java
LANGUAGES
JavaScript
LANGUAGES
Salesforce
LANGUAGES
Lightning Web Components
FRAMEWORKS
Apex
LIBRARIES
Asana
PROJECT MANAGEMENT
Confluence
PROJECT MANAGEMENT
Figma
DESIGN
Google Docs
PROJECT MANAGEMENT
Google Drive
PROJECT MANAGEMENT
JIRA
PROJECT MANAGEMENT
HubSpot
CRM
Salesforce
CRM
Asana
PROJECT MANAGEMENT
Slack
COLLABORATION
Zoom
COLLABORATION
