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Cloud-based solution provider’s deal pipeline management app meets industry demand for an all-in-one platform to track and manage M&A activity

Chicago, August 15, 2022 /PRNewswire/ — Practifi, the performance-optimized platform for the wealth management industry, today announced the rollout of its latest application for business development (the “BD App”). Designed to address the industry’s need to manage multiple growth activities while tracking pipeline performance, the new application will use the power of Practifi’s award-winning platform to integrate through mergers and acquisitions. It has tools for comprehensive lifecycle management.

Adrian JohnstonePractifi’s President and Co-Founder, said: The new business development app empowers key decision makers and their teams to operate with excellence and scale without having to rely on inefficient tools like her CRM, which is not industry-specific. , our BD app offers the best return on their investment. “

A newly developed app makes it easy to manage the entire acquisition lifecycle within a single unified platform. From managing deal prospects and pipelines to onboarding and integrating new companies and advisors, the business development app provides an end-to-end transition management experience for actively acquiring RIAs, IBDs and networks. .

Ensuring a smooth and repeatable transition process, BD Apps’ comprehensive acquisition lifecycle ensures that all transactions progress through the same stages. Whether a firm or advisor is reviewing, competing, due diligence, onboarding or acquiring, each acquisition target receives a standardized and consistent experience.

Tom WesthoffPractifi’s Vice President of Sales concludes: From the first step of a deal to a successful acquisition, companies seeking to be the best buyers in the M&A market understand that seamless full integration should be seen as possible. An activity at the heart of everything, it benefits companies looking for the best solutions available. “

About Practice

Practifi is a performance-optimized platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in an integrated experience. With comprehensive APIs, a wide range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and increases visibility across your organization.Head office location Chicago, Illinoiswith office Sydney, Australia, Practifi enables organizations around the world to deepen customer loyalty and unlock the future of wealth management. For more information, please visit the following URL:

SOURCE practice