Practifi expands its consulting network with strategic partners Red Rock


Practifi, a performance optimization platform for the wealth management industry, today announced the addition of Red Rock Strategic Partners (“Red Rock”) to its network of advisory partners. Through this partnership, Practifi customers will have access to a suite of consulting services specifically designed to optimize their use of the platform, ensuring maximum return on investment. Businesses will also be able to access the full suite of Red Rock services.

Adrian Johnston, president and co-founder of Practifi, said, “As many of our customers have hundreds to thousands of users, we understand that their needs may go beyond what our in-house professional services team is designed to provide. . We are proud to partner with a number of specialist consulting firms for the specific needs of our clients and welcome Matt and the Red Rock team to our consulting ecosystem. With partnerships like these, we can help our clients achieve better results.

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Commenting on the partnership, Red Rock Founder and Managing Director, Matt Johnson said, “Practifi has raised the bar for what is possible in an enterprise-grade CRM. The platform is built with powerful out-of-the-box tools and features, eliminating the need for extensive custom development unlike any other solution available in the market. This powerful technology coupled with significant adoption strategies and tactics will create accelerated ROI for enterprise customers. We are extremely excited to partner with Practifi to ensure their customers are able to take full advantage of this power. »

Under this partnership, Practifi customers will be able to engage directly with Red Rock in the areas of technology, business planning, adoption and business strategy services. Specifically aimed at large RIAs, broker-dealers and banking groups, this partnership marks Practifi’s move upmarket. “Adoption by larger companies has been a rapidly accelerating trend in our business over the past few years. We provide these businesses with the underlying platform they want without the pain and expense of the implementation journey experienced by so many in the past. Adding Red Rock’s proven consulting experience with companies of this scale is just another example of our relentless commitment to excellence,” said Johnstone.

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