Practifi is a business management platform for financial services that provide financial advice for businesses and firms. It helps firms, businesses, and companies manage their clients, partners, and providers via CRM, practice management, and accountants for financial advisers and brokers.
Practifi + GoConvert
Use GoConvert and Practifi to maximize the ROI of your sales and marketing spending. Enrich information in your Practifi account, improve contact and deal information, and start visualizing marketing and sales performance. GoConvert works around the clock to automatically fill in missing data. Your insights get better all the time.