Practifi
Kharles Pico has been working in the industry since 2004. Kharles started as a Senior Consultant at Unique World, then moved on to Jacobs Technology in 2012, where they served as a Solution Architect. In 2014, they joined RecordPoint as the APAC Support Lead and DevOps and Release Manager. In 2018, they took on the role of Customer Solutions Engineer at Practifi.
Kharles Pico attended the University of Technology Sydney from 2000 to 2003.
Practifi
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Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi 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.