Case Study: Morton Wealth Management empowers advisors and strengthens client relationships with Practifi

Morton Wealth Management boosts advisor adoption with Practifi in over a year

Morton Wealth Management, a fee-only registered investment advisor, outgrew its previous CRM platform which lacked the intuitive features and transparency needed to support its specialized advisor roles. Seeking a solution with more power and flexibility to fuel its growth, the firm turned to the vendor Practifi to find a more user-friendly system built on the Salesforce foundation.

Practifi provided a visually appealing and intuitive platform that was carefully rolled out to advisors with varying tech comfort levels. The solution streamlined administrative tasks, centralized client information, and offered granular relationship tracking. This resulted in dramatically improved advisor adoption, allowing them to focus on building client relationships rather than paperwork. The partnership with Practifi proved especially valuable during the COVID-19 pandemic, enabling seamless remote work and continued trust-building with clients.

Morton Wealth Management