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Practifi is a business management platform designed for growing financial advice businesses around the world. Practifi allows financial advisors, family offices and wealth firms to effortlessly manage their client relationships, monitor compliance and automate workflows, all through an elegantly designed interface. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centres-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. Practifi combines clients’ financial goals, risk profile, cashflow, assets, debt and insurances into a single, integrated view.

Glenn Elliott, Emily Wilcox & Adrian Johnstone


Award Category
Technology Providers: CRM
Redeveloping Practifi for the U.S. Market
Initially developed for advisors in Australia, Practifi is a business management platform that helps financial advisors unify their disparate tools, strengthen relationships with their customers, and grow their business. After a tremendous start in Australia, our initiative was to leverage our industry knowledge to help more financial advisors in the United States by building a strong U.S. team and expanding and tailoring our product features and integrations to the needs of this new financial advisory market.
Practifi Brochure
An innovative, fully-integrated platform that meets your complex needs.
How Practifi Helps You Build Better Client Relationships
Our enterprise-grade platform brings together everything you need to build better client relationships.
Client Growth Story
Hear from one of our clients how Practifi is supporting them along their growth journey.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to: