At San Francisco’s InVest West, it was the Australian-grown Practifi that turned heads at one of the United States’ major financial planning conferences.
This summer has been the hottest on record, but those over the age of fifty should take particular care when the mercury rises. Here’s how.
Practifi CCO and Co-founder Adrian Johnstone explains why those who still rely on CRMs are being left behind.
In finance, there are forces that you cannot see, nor predict. Often, it is the client that is left disempowered. Lodex changes all that.