KeenaiKeenai Global
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Related Products
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About
Keenai is where expertise meets innovation, transforming wealth with intelligence. Keenai is redefining the future of wealth management, where human expertise and AI-driven intelligence unite as Augmented Intelligence.
This powerful combination delivers smarter insights and uncovers opportunities that others may miss. We empower global investors and advisors to make better, more confident decisions through this unique blend of human intuition and technology.
Our leadership team, each with over 20 years of experience, brings unparalleled expertise to every decision. Together, we foster a culture of constant learning and growth, drawing on decades of collective wisdom to drive innovation and success.
Keenai Wealth, our wealth management app, offers bespoke investment opportunities, backed by deep insights and tailored to the unique needs of global investors. Build your competitive edge with Keenai Pulse.
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About
Practifi is the performance optimization platform that transforms data into insights, action and excellence at scale. We help wealth management firms go beyond traditional CRMs and redefine what’s possible. Unlike traditional CRMs, Practifi unifies your team, data and best-in-class tools to give the visibility and oversight you need to drive your organization forward. Our enterprise workflow engine, open API and robust analytics centralize data sources to maximize actions and insights. Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features. We believe that partnership means more than just picking up the phone when something goes wrong. Our team is committed to working closely with clients to find solutions to their challenges–or build them if they don’t exist.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors and wealth managers
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Audience
CRM solution for companies looking for a tool to manage their business operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$80 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationKeenai Global
Founded: 2021
Singapore
www.keenaiglobal.com
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Company InformationPractifi
Founded: 2013
Australia
practifi.com
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
Addepar
CircleBlack
MoneyGuide
Wufoo
Zocks
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