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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GoldFinch ERP for Advanced Manufacturing & Inventory Planning
GoldFinch is a Salesforce-native ERP and accounting solution for inventory-driven manufacturers, distributors, and nonprofit meal programs and food banks. It unifies accounting, inventory, supply chain, warehouse, production, billing, and reporting into a single system—without synchronization delays across separate applications. Every GoldFinch license includes: Accounting — General Ledger, AR, AP, and real-time reporting Inventory & Warehouse — Warehouses, locations, bins, lots, serials, and UOMs Supply Chain & Purchasing — Forecasting, planning, purchasing, and receiving Manufacturing — Batch, discrete, and configure-to-order production Sales & Billing — Sales orders, invoicing, and service billing Project & Cost Tracking — Operational and financial cost visibility Mobile & Barcode Workflows — Receiving, inventory, picking, and warehouse execution
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