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  • Practifi
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    4.8 / 5.0
    Customer References 6 total
    About

    Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …

  • Jump
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    4.8 / 5.0
    Customer References 28 total
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    Founded in 2022, Jump is an AI assistant and consultant for financial advisors with 20+ AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in.

  • Waterlily
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    4.8 / 5.0
    Customer References 8 total
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    Waterlily is building the future of eldercare financial planning tools using AI. Connect with them to help families make better plans for the future! their mission is to empower individuals …

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