The latest technology news in the wealth management sector from around the world.

Practify, Dynasty Financial Partners
Practifi, a provider of intelligent CRM solutions for RIAs, has announced its continued partnership with Dynasty Financial Partners to support client relationship management (CRM) needs of independent RIAs within Dynasty’s network.

The agreement builds on the companies’ existing relationship, supporting over 1,200 users across Dynasty-affiliated RIAs by providing a pre-configured Practifi offering designed around the operating needs of Dynasty network firms. 

The partnership focuses on providing a CRM foundation that firms can configure to support their operations, with implementation informed by the needs of Dynasty network partners. Practifi manages the CRM workflow. Dynasty OS automates the connected steps in the Dynasty Desktop.

“Dynasty strongly believes the technology stack is a competitive differentiator for independent advisors,” said Marc Hineman, chief operating officer at Dynasty. 

The platform is available now to Dynasty’s network of RIAs.