Financial Advice

Practifi Basics

• Tempranillo Release - Updates
• Practifi Calendar
• Practifi Overview
• Navigation & Search
• Logging In
• Reset your forgotten password

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Clients, People & Relationships

• Adding Sources, Referrers and Influencers
• Clients, People & Relationships Overview
• Creating a Household Client
• Editing a Client

Prospects & Pipeline

• Managing and monitoring Prospects

Services & Instalments

• Advice Services & Instalments Overview
• Creating a Service
• Editing a Service
• Adding an Instalment
• Editing an Instalment

Interactions

• Create a Task under an Interaction
• Outlook Email Integration
• Interactions Overview
• Adding an Interaction
• Editing an Interaction
• Adding Multiple Contacts to an Interaction

Processes & Tasks

• Canceling or Completing a Process
• Processes & Tasks Overview
• Starting a Task
• Managing a Task
• Starting a Process
• Managing a Process

Goals, Recommendations & Risk Profiles

• Goals, Recommendations & Risk Profiles Overview
• Recording Goals
• Editing Goals
• Adding Objectives & Recommendations
• Editing Objectives & Recommendations
• Adding Risk Profiles

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Income & Expenses

• Income & Expenses Overview
• Adding Income & Expenses
• Editing Income & Expenses

Assets & Liabilities

• Assets & Liabilities Overview
• Adding Assets
• Adding Liabilities
• Editing Assets
• Editing Liabilities

Insurance

• Insurance Overview
• Adding Policies & Benefits
• Editing Insurance Policies

Feed

• Feed Overview
• Using the Feed

Service Providers

• Providers Overview
• Adding a Provider
• Editing a Provider

Team Members, Divisions & Groups

• Team Members, Divisions & Groups Overview

Analytics & Reporting

• Analytics & Reporting Overview

Integrations

• Using the G Suite Integration
• Using the Constant Contact Integration
• Using the Pershing Integration
• Using the Schwab Integration
• Using the Addepar Integration
• Outlook Calendar Integration

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Wizards

• Create a Client Wizard
• Bulk Create Tasks Wizard
• Bulk Create Interactions Wizard
• Bulk Launch Processes Wizard