Practifi Announces Continued Partnership with Dynasty Financial Partners to Deliver Purpose-Built CRM
Practifi, the provider of intelligent CRM solutions for RIAs, today announced a continued partnership with Dynasty Financial Partners to support the CRM needs of independent registered investment advisors within Dynasty’s network.
The agreement builds on the companies’ existing relationship, supporting over 1,200 users across Dynasty-affiliated RIAs by providing a preconfigured Practifi offering designed around the operating needs of Dynasty network firms. It gives firms another option as they evaluate the technology that best supports their businesses, consistent with Dynasty’s approach to an open architecture platform built on providing best-in-class options.
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Practifi brings client relationships, activities, and workflows together in one system, helping wealth management teams coordinate service and manage the work behind each client relationship. Its configurable platform supports firms as their teams, processes, and business needs evolve.
“Independent firms need technology that supports the way they serve clients and gives them room to grow,” said Adrian Johnstone, CEO of Practifi. “We’re pleased to continue our relationship with Dynasty and support its network firms with a CRM built around the needs of wealth management. Our goal has always been to meet firms where they are. Working alongside Dynasty OS means that relationship context and CRM workflow connect smoothly to the work around them.”
The partnership focuses on providing a CRM foundation that firms can configure to support their operations, with implementation informed by the needs of Dynasty network partners. Practifi’s wealth management data model and workflow capabilities help teams maintain relationship context, establish clear responsibilities, and deliver consistent service across their businesses. Practifi manages the CRM workflow. Dynasty OS automates the connected steps in the Dynasty Desktop, enriching it with additional firm and client data to carry the work through to completion. Together, this gives firms a technology stack that meets them where they are, with a seamless experience from the first client conversation to the finished work.
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“Dynasty strongly believes the technology stack is a competitive differentiator for independent advisors,” said Marc Hineman, Chief Operating Officer at Dynasty. “The Dynasty platform is built on the foundation of independent choice and alignment with top partners in the space. Practifi is purpose-built for wealth management and has been a great partner for the Dynasty ecosystem.”
The agreement reflects Practifi’s continued investment in supporting independent wealth management firms and the platforms that serve them.
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