Country for PR: United States
Contributor: PR Newswire New York
Wednesday, December 01 2021 - 16:59
AsiaNet
Practifi Welcomes Umesh Banga as Director, Advice Solutions - APAC
SYDNEY, Dec. 1, 2021 /PRNewswire-AsiaNet/ --

-- Former Head of XPLAN Systems and Technology at IOOF Brings 15 Years of 
Industry Expertise to Practifi's Leadership Team

Practifi, a business management platform for high-performing wealth 
institutions, broker-dealers and RIAs, today announced Umesh Banga has joined 
the company as Director, Advice Solutions - APAC. In this role, Umesh will 
partner with Practifi's client success, professional services, sales and 
product teams to ensure their offering continues to provide exceptional service 
to financial advisors across APAC.

Logo - https://mma.prnewswire.com/media/1583771/Practifi_Logo.jpg

"Umesh's hire reaffirms Practifi's commitment to meeting the increasing demand 
from its clients across APAC. His experience and expertise in financial advice 
and technology will further amplify the work of the Australian office," said 
Adrian Johnstone, co-founder and president of Practifi. "Umesh is a thorough 
wealth industry professional and will be a powerful addition to our business."

Banga joins Practifi after serving as the head of Xplan systems and technology 
at IOOF where he was responsible for leading five teams: Xplan, project 
management, Salesforce, data reporting, and development. Prior to his time at 
IOOF, Banga was the key accounts manager at Iress, and, before that, was a 
paraplanning/project manager at PSK Financial Services. 

About Practifi
More than a CRM, Practifi is an enterprise-grade business management platform 
designed for high-performing financial advice firms. Practifi's innovative 
product suite helps advisory teams integrate systems and automate processes 
while maximizing revenue, boosting growth, and strengthening client 
relationships. With a focus on client success and product innovation, Practifi 
provides the foundation and support needed to build the financial advisory firm 
of the future. Practifi was founded in Sydney, Australia, and has U.S. 
headquarters in Chicago. To learn more, visit www.practifi.com.

SOURCE: Practifi

CONTACT: Marie Cunningham, marie.cunningham@practifi.com