Practifi unveils AI-driven CRM enabling advisors with suggestions for follow-up actions based on meetings and email communications, directly within Outlook

March 11, 2025 // by Finnovate

This content is for members only. Sign up for access to the latest trends and innovations in fintech. View subscription plans.

« Wealthica launches Family Office software with real-time cross-institution asset aggregation, enabling seamless tracking of private equity, digital assets, and liabilities

BetaNXT automates the entire corporate actions lifecycle; enabling AI-powered data driven sights for advisors, actionable insights into portfolio impacts for investors and seamless collaboration »