SAN FRANCISCO, April 16, 2025--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a strategic ...
Business management platform provider Practifi announced today it raised $16.3 million in Series B funding led by Updata Partners. Practifi was created to make life easier for financial professionals ...
Practifi’s AI-first framework brings connected intelligence across its established CRM, helping advisory teams enhance workflows without new systems or extra vendors CHICAGO, December 02, ...
CHICAGO, Dec. 20, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry, is partnering with Concurrent Investment Advisors, LLC (Concurrent), a ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This integration enables seamless two-way data synchronization between ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results