Practifi

What do you like best?

Processes eliminate manual task entries.

What do you dislike?

I have not experienced any dislikes yet.

Recommendations to others considering the product:

If an RIA firm is looking to hire additional staff to share the workload, consider investing in Practifi, with integrations, to add efficiencies to your current team.

What problems are you solving with the product? What benefits have you realized?

Team member's everyday work can be more efficient with the processes built from Practifi and those created specifically for our firm. They add automated workflows without manual entries that can be overlooked within a procedure.

The available App Exchange integrations will eliminate multiple documentation in various applications decreasing time spent by team member's per client.

Having the ability to create new fields for reporting that can eliminate all those Excel spreadsheets helps with ease of use and finding information per client more efficiently.

All of these solutions plus others not yet utilized will add to staff productivity.