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.

Information Technology

Practifi

Adrian Johnstone

Alyssa May

Sandy Hopwood, PHR

Meagan T.

Howard Leibman

Gyan (Jnanendra) Pandey

Emily Tran

Dan Arnison

Emily Wilcox

The Engineering Team at Practifi focuses on designing, building, and maintaining the company's robust performance optimization platform for the wealth management industry. The team works on automating workflows, integrating data from specialist wealth industry tools, developing comprehensive APIs, and providing advanced analytics capabilities. Through a collaborative effort, they ensure the platform remains innovative, scalable, and aligns with customer needs, enabling wealth management organizations to enhance client loyalty and operational efficiency.

Engineering Team

Sales Team

Business Analysts

Engineering Team

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Sales Team

Business Analysts