Performance optimization platform purpose-built for the wealth management industry, Practifi, has announced the rollout of a new business development application (BD app) for managing multiple growth activities and tracking pipeline performance through mergers and acquisitions.
This newly developed application, designed to address an industry need for managing multiple growth activities while tracking pipeline performance, features tools for comprehensive life cycle management through mergers and acquisitions, using the power of Practifi’s award-winning platform.
The app will make it easy to manage the full acquisition life cycle within a single, unified platform and will provide an end-to-end transition management experience for RIAs, IBDs and networks that are actively acquiring. The BD app’s comprehensive acquisition life cycle ensures that all deals progress through the same stages, ensuring a smooth and repeatable transition process.
