Financial Advice

Practifi Basics

• Practifi Overview
• Navigation & Search
• Logging In
• Reset your forgotten password
• Setting your default landing page

Clients, People & Relationships

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

Services & Instalments

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

Interactions

• Interactions Overview
• Adding an Interaction
• Editing an Interaction
• Adding Multiple Contacts to an Interaction

Processes & Tasks

• 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

See all 7 articles

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 XPLAN integration
• Using the Egnyte integration
• Using the Envestnet Tamarac integration
• Using the Orion integration
• Using the Midwinter integration

See all 17 articles

Wizards

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