PractiFI leverages the power of Conga Composer to give you the flexibility to generate any kind of advice document: statements of advice, application forms, reverse fact finds, financials disclosure statements. Anything.
Create templates in Microsoft Office, add your merge fields, add your template to PractiFI and you’re away.
You’re in complete control of your document formatting, because it’s managed by Word, Powerpoint or Excel, just like you’re used to. And there are rich options for routing and workflow once a document is generated: download, email, attach back to the client feed, log an activity or create a follow up task, all with a few simple clicks.
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