BroadPoint Engage vs Practifi
Description
BroadPoint Engage
BroadPoint Engage is a versatile software designed to help organizations connect with their audiences and manage their interactions efficiently. If you run a nonprofit, association, or membership-base... Read More
Practifi
Practifi is a software solution designed specifically for wealth management firms and financial advisors. It simplifies day-to-day operations by providing tools tailored to help manage client relation... Read More
Contact Info
Year founded :
Not Available
Not Available
Not Available
Not Available
Not Available
Year founded :
2013
+61 2 8005 6557
Not Available
Australia
http://www.linkedin.com/company/practifi
Features
Analytics and Insights
Real-Time Analytics
Custom Reports
Data Management
Data Integration
Centralized Data Storage
User Interaction Tools
Live Chat Support
Community Forums
Interactive Dashboards
User Experience
User Onboarding
Mobile Friendly
Effective Communication Tools
Integrated Email
Chat Functionality
User-Friendly Interface
Customizable Dashboard
Intuitive Design
Advanced Analytics
Performance Tracking
Detailed Reports
Team Collaboration
Task Assignment
Shared Calendars
Internal Messaging
Client Management
Client Segmentation
Centralized Client Information
Automated Workflows
Client Engagement
Custom Surveys
Client Portals
Automated Reminders
Performance Tracking
Customizable Dashboards
Real-Time Reporting
Goal Tracking
Pricing
Pricing Not Available
Pricing Not Available
Metrics History
Metrics History
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