Boutique financial services licensee Beulah Capital has partnered with software and CRM provider PractiFI and adopted its Salesforce-influenced fintech platform.
Beulah operations manager Nick Power said the PractiFI platform will enable Beulah Capital to adapt easily to the rapid pace of fintech change in the marketplace.
"We're implementing PractiFI because we know it will grow with us on our journey," Mr Power said.
"Traditional financial planning has not always been able to keep pace with client expectations.
"We don't know what the next generation of apps will bring, so we need a platform that lets us adapt easily."
PractiFI founder Glenn Elliot said he is impressed with Beulah's unique business model.
"If you're growing a business in financial services, you just don't know what you might want to integrate or automate next," Mr Elliott said.
"PractiFI allows Beulah to scale adaptively while relieving the cost and pressure of the regulatory environment.
"We're looking forward to a long and productive relationship with Beulah," he said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
18 Dec 2017CommInsure pays out for misleading advertisingBy Staff Reporter
18 Dec 2017Spring Financial makes Perth-based acquisitionBy Staff Reporter
18 Dec 2017Mercer releases superannuation chat botBy Staff Reporter
15 Dec 2017AIW Dealer Services enters EUBy Staff Reporter
15 Dec 2017New CEO appointed at Centrepoint AllianceBy Staff Reporter
15 Dec 2017FASEA education pathways provide certainty: O’DwyerBy Killian Plastow
- view all