Practifi appoints Tim Highland as Head of Product Strategy

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Wealth management veteran to advance development of solutions that enable businesses to scale and better use data to deliver personalized advisory services

CHICAGO, November 9, 2022 /PRNewswire/ — Practifi, a performance optimization platform for the wealth management industry, today announced Tim Highland will take on the role of Head of Product Strategy. He previously held the position of head of professional services for the company. Mr. Highland will report to the CEO and Co-Founder Glenn Elliot.

Mr. Highland will be the company’s primary market-facing product manager. In this role, he will be responsible for product strategy, aligning the innovation and development of Practifi’s products to not only meet the needs of the industry, but also to drive it forward.

“The Head of Product Strategy is a critical leadership role at Practifi, guiding our product development to meet industry needs, and Tim is the right person for the role at an inflection point in wealth management. “, Mr. Elliott said. “With over three decades of industry experience, Tim understands the unique and dynamic needs of wealth management companies. I look forward to working closely with him to ensure that our comprehensive product line provides a better future for the global wealth management industry.”

Prior to joining Practifi in 2021, Mr. Highland owned and operated an advisory services firm focused on RIAs and held several leadership positions at Skience, Docupace Technologies, Investment Plannings, Inc., Russell Investment Group and Sun Life Financial. . He was also president and owner of the private company RIA Highland Investment Advisory. Mr. Highland retains his Series 24 certification.

Mr. Highland’s well-established industry experience and ongoing role as a product champion at Practifi has contributed to the company’s remarkable growth over the past 18 months. With his deep understanding of Practifi’s value proposition, Mr. Highland expertly maps that value for wealth management institutions across all of Practifi’s market segments.

“My time as a financial advisor has taught me that every tool and solution offered to people in advisory services should enable professionals to deliver a better and more personalized client experience. Practifi does exactly that, by providing its customers with the tools to make better use of data and improve the holistic services provided to end customers. I look forward to working even more closely with the entire team to advance and innovate our platform,” said Mr. Highland.

About Practifi

Practifi is the performance optimization platform specifically designed for the wealth management industry. Practifi enables teams to automate workflows, create rich customer records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of legacy industry-specific integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and provides greater visibility across organizations. Based at Chicago, Ill.with offices at Sydney, Australia, Practifi enables organizations around the world to deepen customer loyalty and pioneer the future of wealth management. To learn more, visit practifi.com.

Contact: Mary Cunningham224 289 5100, [email protected]

SOURCE Practices

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