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.
Top keywords
- client4×2.34%
- data3×1.75%
- practifi3×1.75%
- teams3×1.75%
- don2×1.17%
- don t speak2×1.17%
- efficiency2×1.17%
- firms2×1.17%
- inefficiencies2×1.17%
- practifi provides2×1.17%
- provides2×1.17%
- scale2×1.17%
Lending Manager - Loan Origination & Servicing Platform
cmLending brings together loan origination, loan servicing, syndication, and lease management on a single platform, modernizing the entire lending lifecycle. Lenders and brokers can collect digital loan applications, verify borrower data, automatically underwrite loans, and close loans much faster with fewer manual steps than before. Once a loan has been funded, the platform naturally transitions to servicing by performing payment posting, amortization, draw management through Sitewire integration, and default workflow through Noteflow integration. Your teams receive accurate records, timely alerts, and a complete audit trail while managing large numbers of consumer, commercial and broker-led loans. The platform helps alleviate the operational burden associated with managing everyday operations, support compliance, and provide a consistent borrower experience from the initial loan application to the final loan payoff. ✔️Digital loan applications with smart flows and prefill ✔️Automated underwriting, decisioning, and approvals ✔️Automated lender match and loan submissions ✔️Flexible loan modification, renewal, payoff capabilities ✔️Compliance-ready audit trails and dashboards
Top keywords
- loan9×5.81%
- loans3×1.94%
- platform3×1.94%
- applications2×1.29%
- audit2×1.29%
- automated2×1.29%
- borrower2×1.29%
- digital2×
