Robert DeFrancis's Colleagues at Practifi
Robert DeFrancis's Contact Details
HQ
(312) 489-8497
(312) 489-8497
Location
Company
Practifi
Practifi
Robert DeFrancis's Company Details
Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations.
Frequently Asked Questions about Robert DeFrancis
Robert DeFrancis currently works for Practifi.
Robert DeFrancis's role at Practifi is Head of RIA Sales.
Robert DeFrancis's email address is ***@practifi.com. To view Robert DeFrancis's full email address, please signup to ConnectPlex.
Robert DeFrancis works in the SaaS industry.
Robert DeFrancis's colleagues at Practifi are Beverly Allor, Emily Tran, Bjorn Marksteiner, Kent Tkach, Marie Cunningham, Jonathon Gilbertson, Alyssa May and others.
Robert DeFrancis's phone number is (312) 489-8497