Welcome to Practifi, the business management platform powering growing financial advice firms around the world! The articles in this section will help you gain a broad understanding of how the system works so that you can put it to work for your firm.
An app for everyone
Advice firms are made up of people who are all performing different and vital roles. Whether they’re managing assets, booking appointments, or ensuring everything the firm does is compliant, each user has different information needs. One common thread among these roles is the need to have fast access to all of the information they care most about.
Practifi enables a personalized experience through our role-based apps, ensuring users can access the most relevant information quickly and efficiently. Out of the box, we provide you with a suite of apps designed to cater to some commonly found roles in an advice firm – Advisor, Management, Client Service and Marketing (requires the "Practifi Promote" add-on) – however, your firm can create additional apps as-needed to give every team member the best tools for the job.
Apps differ from each other in a few ways:
Each app's home page is a collection of tiles, which surface key metrics, alongside different charts of various types, such as line, column, bar and donut. This means advisors see charts that visualize their pipeline, for example, while client service representatives see ones focused on engaging existing clients regularly.
Navigation items - the pages you can access within each app - vary between apps. For example, only the Management app contains a page with all the divisions in your firm, and only the Marketing app contains a page with lists of active and inactive marketing campaigns.
- Pages shared between apps may contain different record tables accessed from the teal table viewer menu on the page. For example, the Clients page in the Advisor app contains the "My Clients and "My Division's Clients" record tables, while the same page in the Management app contains the "All Clients" table instead of "My Clients."
- Tiles, charts and record tables shared between apps may contain different record visibility settings. Each of the Advisor, Management and Client Service apps contains a chart that groups clients based on the number of days since they were last contacted, but the Advisor and Client Service apps only include clients if you either own the record or are the nominated advisor or client service representative on the servicing team. In contrast, the Management app shows all the clients in your division.
Each Practifi user has an app assigned to them that best suits their role; additional apps can be assigned by your system administrator. If you need to switch between apps, you can do so from the App Launcher available in the top-left corner of the screen.
Getting your bearings
When you first log into Practifi, you'll land on your app's home page. Below is an example taken from the Advisor app. We'll cover the home page in more detail in the next article, but for now, the focus is on global navigation, which appears at the top and bottom of every page in your app:
Here's a rundown of what to look out for in global navigation:
The App Launcher is where you switch between the Practifi apps you have available and access any other apps that your firm has installed from the Salesforce AppExchange. Clicking the App Launcher icon reveals a drop-down menu with a list of apps and a search bar. The search bar isn't necessary for your day-to-day usage of the system, but if you ever need to find a page that isn't accessible from the navigation menu, you can find it by searching here.
Workspace tabs line the top of the page, displaying clients' names, prospects, reports and other records currently open. Keep multiple workspace tabs open at one time and easily click between them to view different records without having to load a new browser tab. Google Chrome users can install Salesforce's Lightning Extension to allow any Practifi URLs you access on your computer to open new workspaces within your existing browser tab.
The search bar is where you can search to find a specific record you’re looking for. Recently viewed records appear as suggestions when you type, and you'll see the full set of search results when you submit your search; the search results page allows you to filter using the left side panel. You can learn more about how search works and how to use the search results page by looking at Salesforce's related help section.
Favorites provides an easy shortcut to the records, reports, and dashboards you look at most often. When looking at one of these records, you can add them to your favorites by clicking the star icon and later quickly access them from this menu. They're available to you from anywhere in Practifi, as well as through the Salesforce app available for iOS and Android.
The Global Actions menu contains shortcuts as well, but for creating records rather than opening them. Create tasks, events, households and other records from this menu. You can even juggle multiple global actions at once: they each appear as collapsible containers docked along the bottom of your screen. They can be collapsed, expanded and maximized as needed.
Use the navigation menu to access the app’s navigation items, such as Clients, Tasks, or Calendar. You can see the list of available items by clicking the drop-down arrow. The menu itself behaves similarly to a workspace tab: selecting it takes the user to the page currently selected.
In the utility bar at the bottom of the page, you’ll find two pop-up components that are available on every page:
- Tools & Resources contains shortcuts for closing all your workspace tabs, as well as handy links to news sources in the advice industry and articles in our knowledge base. Your system administrator can customize these, so be sure to send any suggestions their way.
- History surfaces a list of recently accessed records so that it's always easy to retrace your steps or pick up from where you left off.