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Practifi Case Studies

  • Goelzer Investment Management streamlines access to $2.2 billion in assets with Practifi

  • Trilogy Financial cuts account opening and funding time by 50% with Practifi

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  • Wealthbox
    Reference Rating
    4.8 / 5.0
    Customer References 7 total
    About

    Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …

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  • Delio
    Reference Rating
    4.8 / 5.0
    Customer References 22 total
    About

    Delio mission is simple they want to help a broad range of financial institutions to connect their clients with private investment opportunities quickly, transparently and compliantly. And because they’re authorised …

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  • GeoWealth
    Reference Rating
    4.7 / 5.0
    Customer References 6 total
    About

    GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). They are an award-winning provider of wealth management technology; combining …

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