Concurrent Advisors Portal vs Practifi

Concurrent Advisors is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We are currently one of the largest and fastest-growing registered investment advisors (RIAs) in the country. We provide the foundation, scale, and resources to allow advisors to focus on their clients. Collaboration is in our DNA, and we consistently come together throughout the year to share ideas and resources – and form true partnerships. The CA Portal further enables strategic opportunities through powerful collaboration. Our secure app enables efficient document sharing, messaging, and video conferencing with other advisor members in our network. Use the CA Portal app to access resources, view important documentation, schedule and attend meetings, and more.

Practifi on mobile. The intelligent companion to your wealth management CRM, built for the advisor meeting workflow. MEETING PREPARATION Walk into every client meeting fully prepared. Smart Notes pull together your CRM data, prior meeting notes, open action items, and relationship history into a complete client briefing on the meeting detail screen. Everything you need to know about your client, in one place, without the legwork. IN-PERSON MEETING RECORDING Tap record, set your phone on the table, and focus on the conversation. Every in-person meeting produces a full transcript, a summary, key topics, and follow-up suggestions. The meeting intelligence your virtual meetings already get, now in every face-to-face conversation. SUMMARIES & FOLLOW-UPS Browse upcoming and recent meetings organized by day. Search, filter, and find any meeting quickly. Review transcripts, summaries, and action items for completed meetings. Commitments made in conversation get captured and tracked, not forgotten. BUILT FOR WEALTH MANAGEMENT Practifi isn't a generic CRM bolted onto mobile. It's built for financial advisors and wealth management professionals. Meeting prep, recording, follow-ups, and client context in one native app. - Dark mode - Native iOS experience - Secure Salesforce authentication Requires an active Practifi subscription with Meeting Intelligence. Connects to your firm's Practifi environment, internet connection required.