Practifi - The Performance Optimization Platform for Wealth Management Firms
Today’s RIAs struggle to scale while still providing great client experiences due to disconnected systems and operational inefficiencies. Practifi brings together all the tools and information advisory teams need to improve efficiency, manage relationships and scale sustainably. Advisors, client servicing teams, operating officers and practice managers in today’s wealth management firms struggle to increase efficiency and revenue while still delivering exceptional value for clients. A key reason is that many firms use systems that don’t “speak” to each other, or don’t “speak” well, resulting in siloed data, inefficiencies and unscalable solutions. By unifying data from multiple sources, Practifi provides a 360-degree view across your client book and business. With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth so teams can identify client growth and retention opportunities. Powerful workflow automation means everyday processes are easier and more transparent, and visualizations help transform your data into actionable insights, so you can monitor the metrics that matter most to your firm.
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Blackthorn Payments - Credit Card Processing, ACH, Subscriptions, FSL
FEATURES ✔ Lightning Virtual Terminal ✔ PCI-compliant payment methods ✔ Scheduled transactions w/ reattempt ✔ Automatically updated expired/lost cards. Account updater ✔ Payment requests w/ PayLink ✔ 135+ Currencies ✔ Any Object ✔ Charge, Authorize, Refund ✔ Disputes ✔ Historical Migration Sync ✔ PCI-Compliant SAQ-D ✔ SCA/3D Secure 2 Ready ✔ Recurring Billing & Payment Schedules ✔ Retry / Reattempt Logic ✔ Webhooks ✔ Native iOS & Android apps w/card readers ✔ EMV Certified - Card-Present Rates ✔ Swipe, Chip, Tap/NFC ✔ Field Service Lightning FSL ✔ Salesforce Mobile FOR ADMINS ✔ Packaged Rollups ✔ Communities / Experience Cloud ✔ Reports & Dashboard GATEWAYS & PROCESSORS ✔ 120+ Gateways ✔ Authorize.net ✔ Braintree ✔ Chase Paymentech ✔ Cybersource ✔ Elavon ✔ First Data ✔ Global Payments ✔ Heartland ✔ Stripe ✔ WorldPay ✔ EMEA: AliPay, BACS Direct Debit, Bancontact, Boleto, giropay, iDeal, Multibanco, Przelewy24 ✔ Pay Later Options: Afterpay, Klarna (with Stripe Checkout) ✔ Digital Wallets: Apple Pay, Google Pay, Clearpay, EPS, eWay, FPX, Plaid
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