Wealthtech Provider partners with an industry-leading consulting firm to drive ROI and client adoption.

CHICAGO, July 12, 2022 /PRNewswire/ — Practifi, a performance optimization platform for the wealth management industry, today announced the addition of Red Rock Strategic Partners (“Red Rock”) to its consulting partner network. Through this partnership, Practifi customers will have access to a suite of consulting services specifically designed to optimize their use of the platform, ensuring maximum return on investment. Businesses will also be able to access the full suite of Red Rock services.

Adrian Johnstonpresident and co-founder of Practifi, said, “With many of our customers having hundreds to thousands of users, we understand that their needs can go beyond what our in-house professional services team is designed to do. to provide. We are proud to partner with a number of specialist consultancies for specific client needs and welcome Matt and the team at Red Rock to our consultancy ecosystem. With partnerships like these, we can help our customers to achieve better results.

Commenting on the partnership, Red Rock Founder and Managing Director, Matt Johnson said, “Practifi has raised the bar for what is possible in an enterprise-grade CRM. The platform is built with powerful, out-of-the-box tools and features, eliminating the need for extensive custom development unlike any other solution available in the market. adoption will create an accelerated return on investment for enterprise customers. We are extremely excited to partner with Practifi to ensure their customers are able to take full advantage of this power.

Under this partnership, Practifi customers will be able to engage directly with Red Rock in the areas of technology, business planning, adoption and business strategy services. Specifically aimed at large RIAs, broker-dealers and banking groups, this partnership marks Practifi’s move upmarket. “Adoption by larger enterprises has been a rapidly accelerating trend in our business over the past two years. We provide these enterprises with the underlying platform they want without the pain and expense of the implementation journey experienced by so many in the past. The addition of Red Rock’s proven consulting experience with companies of this scale is just another example of our relentless commitment to the ‘excellence,’ Johnstone said.

About Practifi

Practifi is the performance optimization platform specifically designed for the wealth management industry. Practifi enables teams to automate workflows, create rich customer records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of legacy industry-specific integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and provides greater visibility across organizations. Based at Chicago, Ill.with offices at Sydney, Australia, Practifi enables organizations around the world to deepen customer loyalty and pioneer the future of wealth management. To learn more, visit

Contact: Mary Cunningham224 289 5100, [email protected]

SOURCE Practices

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