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Average Ratings 0 Ratings
Description
Keenai transforms wealth with intelligence, where expertise meets innovation. Keenai redefines the future of wealth-management, where human intelligence and AI-driven intelligence combine as Augmented Intelligence.
This powerful combination provides smarter insights and uncovers potential that others may have missed. This unique combination of human intuition with technology empowers global investors and advisors in making better, more confident decision.
Each member of our leadership team has over 20 years experience and brings unmatched expertise to each decision. Together, we promote a culture of continuous learning and growth. We draw on decades of collective experience to drive innovation and achieve success.
Keenai Wealth is our wealth management app. It offers bespoke investment options, backed up by deep insights, and tailored to meet the needs of global investors. Keenai Pulse can help you gain a competitive edge.
Description
Practifi serves as a performance optimization platform that converts data into actionable insights and excellence on a large scale. We empower wealth management firms to surpass the limitations of conventional CRMs and explore new possibilities. In contrast to traditional CRM systems, Practifi integrates your team, data, and top-tier tools, providing the visibility and oversight essential for propelling your organization forward. Our enterprise workflow engine, open API, and comprehensive analytics consolidate data sources, enhancing both actions and insights. Acknowledged as one of the leading platforms in the industry, Practifi has received numerous accolades for our innovative features and intelligent platform design. We view partnership as a commitment that extends beyond merely addressing issues as they arise. Our dedicated team collaborates closely with clients to tackle their challenges, or even create solutions if they are not readily available, ensuring that we meet their evolving needs effectively.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Addepar
CircleBlack
MoneyGuidePro
Wufoo
Zocks
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$80 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Keenai Global
Founded
2021
Country
Singapore
Website
www.keenaiglobal.com
Vendor Details
Company Name
Practifi
Founded
2013
Country
Australia
Website
practifi.com
Product Features
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management