Practifi

HQ
Chicago, Illinois, USA
79 Total Employees
Year Founded: 2013

Similar Companies Hiring

Security • Sales • Information Technology • Cybersecurity • Automation
6 Offices
357 Employees
Software • Professional Services • Productivity • Information Technology • Cloud
Chicago, IL
45 Employees
Renewable Energy • Machine Learning • Information Technology • Energy • Automation • Analytics
Austin, TX
234 Employees
Practifi is the single, unified workspace for every role in an advisory firm.

Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations.

Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.


Practifi Offices

Remote Workspace

Employees work remotely.

At our 100% remote company, employees have the flexibility to work from wherever they work best.

Typical time on-site: None
HQChicago, Illinois, USA

Technology We Use

Java
Java
LANGUAGES
JavaScript
JavaScript
LANGUAGES
Lightning Web Components
Lightning Web Components
FRAMEWORKS
Salesforce
Salesforce
LANGUAGES
Apex
Apex
LIBRARIES
Asana
Asana
PROJECT MANAGEMENT
Confluence
Confluence
PROJECT MANAGEMENT
Figma
Figma
DESIGN
Google Docs
Google Docs
PROJECT MANAGEMENT
Google Drive
Google Drive
PROJECT MANAGEMENT
JIRA
JIRA
PROJECT MANAGEMENT
HubSpot
HubSpot
CRM
Salesforce
Salesforce
CRM
Asana
Asana
PROJECT MANAGEMENT
Slack
Slack
COLLABORATION
Zoom
Zoom
COLLABORATION