Practifi Propel puts executives in the driving seat with new advanced analytics to organize and highlight critical data

CHICAGO, September 13, 2022 /PRNewswire/ — Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualization tool for wealth institutions, brokers and RIAs. Tailored to the needs of a fast-growing industry that relies on informed business decisions for long-term success, Practifi Propel offers pre-built power dashboards that help turn data into insights, action and excellence at scale, using Practifi’s price power. winning business management platform.

Glenn ElliotCEO and co-founder of Practifi, said: “Successful wealth management companies need to ensure that they are on track to achieve their goals by continuously monitoring the quality and source of new business and organic growth. But the information they seek is often inaccessible. When data is siled and located across multiple platforms. We believe that investing in a company’s data and analytics infrastructure ultimately amplifies core business assets – transforming the way the business makes decisions. For financial advisors and other executives at the heart of business development, Practifi Propel delivers a breakthrough data visualization experience that uses cutting-edge technology to leverage the power of data analytics.”

Practifi Propel is a unified analytics solution that helps senior executives make smart, informed decisions about customers, profitability, and the overall health of the business. It provides an overview of a company’s fundamentals, client demographics and advisor performance while reducing a company’s risk exposure.

Propel comprises two components: a data processing platform that organizes and captures the Practifi data model, and a suite of industry-specific, expert-designed dashboards that turn data into powerful insights. The Propel Data Platform acts as the engine that classifies and aggregates data to uncover meaningful patterns and trends. Propel’s powerful dashboards provide users with a turnkey, highly interactive analytics experience, uncovering key business insights on profitability, customer growth, and business pipeline.

Elliott concluded, “Today’s leading wealth management firms depend on data to deliver personalized customer experiences and drive business efficiency. Practifi Propel eliminates the challenges of siled technology and seamlessly connects systems so leaders can gain critical insights and achieve greater success. Designed for the wealth management industry, our new tool uses the right data infrastructure and analytics engine to reduce the risk of lost revenue opportunities and propel a more data-driven future. »

About Practifi

Practifi is the performance optimization platform specifically designed for the wealth management industry. Practifi enables teams to automate workflows, create rich customer records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of legacy industry-specific integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and provides greater visibility across organizations. Based at Chicago, Ill.with offices at Sydney, Australia, Practifi enables organizations around the world to deepen customer loyalty and pioneer the future of wealth management. To learn more, visit

SOURCE Practices


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