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Introducing Egnyte for Practifi

Employee Niamh
Employee
0 0 361

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Egnyte for Practifi provides a window into your client’s dedicated Egnyte folder from within Practifi, making it easy to understand document context and access Egnyte features. In addition, folders are automatically created for each client, keeping content management simple.

Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionizes financial advice, superannuation and insurance technology.