SAN FRANCISCO, April 16, 2025--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a strategic ...
Practifi’s AI-first framework brings connected intelligence across its established CRM, helping advisory teams enhance workflows without new systems or extra vendors CHICAGO, December 02, ...
Business management platform provider Practifi announced today it raised $16.3 million in Series B funding led by Updata Partners. Practifi was created to make life easier for financial professionals ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This integration enables seamless two-way data synchronization between ...
It doesn’t matter how much money wealth management firms invest in technology if financial advisors don’t use it. Beyond these types of technology, however, the numbers on adoption start to fall ...
CHICAGO, Dec. 20, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry, is partnering with Concurrent Investment Advisors, LLC (Concurrent), a ...
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