Beulah adopts Salesforce-based platform
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.
ASIC document on SMSF advice costs questioned
An industry body has questioned the corporate regulator’s focus on the risks o...
Praemium posts $558m net inflows for September quarter
Advice platform Praemium has recorded quarterly inflows of $558 million for the ...
Grandfathering outcome ‘devastating’, says AFA
The Association of Financial Advisers has hit out at the government following pa...