Practifi Announces Continued Partnership with Dynasty Financial Partners to Deliver Purpose-Built CRM

The partnership delivers a Salesforce-native, AI-ready CRM configured specifically for Dynasty's network of independent RIAs

CHICAGO--(BUSINESS WIRE)--Practifi, the provider of intelligent CRM solutions for RIAs, today announced a continued partnership with Dynasty Financial Partners to support the CRM needs of independent registered investment advisors within Dynasty’s network.

The agreement builds on the companies’ existing relationship, supporting over 1,200 users across Dynasty-affiliated RIAs by providing a preconfigured Practifi offering designed around the operating needs of Dynasty network firms. It gives firms another option as they evaluate the technology that best supports their businesses, consistent with Dynasty’s approach to an open architecture platform built on providing best-in-class options.

Practifi brings client relationships, activities, and workflows together in one system, helping wealth management teams coordinate service and manage the work behind each client relationship. Its configurable platform supports firms as their teams, processes, and business needs evolve.

“Independent firms need technology that supports the way they serve clients and gives them room to grow,” said Adrian Johnstone, CEO of Practifi. “We’re pleased to continue our relationship with Dynasty and support its network firms with a CRM built around the needs of wealth management. Our goal has always been to meet firms where they are. Working alongside Dynasty OS means that relationship context and CRM workflow connect smoothly to the work around them.”

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’s wealth management data model and workflow capabilities help teams maintain relationship context, establish clear responsibilities, and deliver consistent service across their businesses. Practifi manages the CRM workflow. Dynasty OS automates the connected steps in the Dynasty Desktop, enriching it with additional firm and client data to carry the work through to completion. Together, this gives firms a technology stack that meets them where they are, with a seamless experience from the first client conversation to the finished work.

“Dynasty strongly believes the technology stack is a competitive differentiator for independent advisors,” said Marc Hineman, Chief Operating Officer at Dynasty. “The Dynasty platform is built on the foundation of independent choice and alignment with top partners in the space. Practifi is purpose-built for wealth management and has been a great partner for the Dynasty ecosystem.”

The agreement reflects Practifi’s continued investment in supporting independent wealth management firms and the platforms that serve them.

The platform is available now to Dynasty’s network of RIAs, and those interested in learning more should contact their Dynasty relationship manager or visit dynastyfinancialpartners.com.

For more information about Practifi, visit practifi.com.

About Practifi

Practifi is the only intelligent CRM company that meets wealth management firms where they are in their AI adoption journey. With a shared enterprise-grade, compliance-first foundation, Practifi's CRM solutions bring client data, workflows, and relationship intelligence together in one system to help firms understand what matters, take the right action, and scale without ever needing a new CRM.

About Dynasty

Dynasty Financial Partners empowers independent wealth management firms with an open architecture platform built for growth: technology, business services, and holistic investment management capabilities, all in one place. At the center of that platform is Dynasty AI OS, an industry-leading RIA Desktop, giving advisors a single system of intelligence across every client, account, and document they manage. Dynasty pairs that technology with one of the largest investment platforms in the RIA space, built on proprietary and third-party solutions, and Dynasty Securities, a leading Investment Bank and capital provider dedicated exclusively to the wealth and asset management industries, delivering M&A advisory, growth capital, and strategic guidance to firms at every stage of their journey. Through Dynasty Connect, the firm's business development engine, Dynasty helps clients find their next independent advisor, and helps advisors find their next chapter, whether that means launching an independent firm, acquiring another practice, or joining forces with one of the leading RIAs already inside the Dynasty network. This is Supported Independence®: the freedom to run the business an advisor's way, the full weight of an institutional platform behind them, and a network of the country's top RIAs beside them. Independent, but not alone®.

For more information, visit www.dynastyfinancialpartners.com.