Providers Overview - SPA


Financial advice businesses are centered around their clients, but there is a large component of running an advice business that revolves around non-client-related relationships such as product manufacturers, partners, and others. 

This is where Providers come into play. This is a central store of people and businesses that serve your business and clients but do not necessarily relate to specific clients. For example, you may store everything from insurance companies, fund managers, superannuation funds and other providers in here. 

Provider types and provider segments are examples of categories that can be configured by your Practifi System Administrator. 

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