Practifi
What is Practifi?
Practifi is a customer relationship management platform purpose-built for wealth management and advisory firms, built on the Salesforce platform. It provides role-based dashboards for advisors, compliance officers, and operations staff, pre-built workflows for account openings and annual reviews, and relationship intelligence that surfaces referral opportunities and client milestones.
Practifi recently added Practifi Intelligence, an AI layer for automated follow-ups and natural language commands. The company does not publish set pricing or offer free trials, instead pricing an annual subscription individually per firm through a guided sales process, with implementation support, a dedicated Client Success Manager, and the PractifiU training platform included. Practifi was founded in Australia and now also has headquarters in Chicago.
Key Features of Practifi
Here are the powerful features that make Practifi stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Role-based dashboards for advisors, compliance officers, and operations staff
- Relationship intelligence highlighting referral opportunities and client milestones
- Pre-built workflows for account opening and annual client reviews
- Practifi Intelligence AI layer for automated follow-ups and summaries
- Conversational natural-language interface for creating tasks and updating records
- Built on Salesforce with API access and wealthtech integrations
- PractifiU on-demand training and e-learning platform
- Dedicated Client Success Manager and guided implementation
Practifi Pricing
Here are the pricing plans for Practifi. Choose the plan that best fits your requirements and budget.
Base Platform Subscription
Custom
Up to 10 standard Salesforce licenses included
Includes knowledgebase, support team, and PractifiU e-learning access; annual or quarterly billing
Practifi Specifications
Get a closer look at the technical specifications and system requirements for Practifi. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- ios
- android
- smes
- enterprises
- live support
- training
- tickets
Practifi Videos
Practifi Screenshots
Alternatives of Practifi
AlternativesExplore alternative software options that can fulfill similar requirements as Practifi. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
CRM built for financial advisors with compliance-ready workflows and messaging
Industry-specific CRM built on Salesforce for banks, wealth managers, and insurers
CRM and investor portal built for institutional asset managers, hedge funds and wealth firms
Practifi Comparisons
Compare Practifi with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Practifi Reviews
Here's our unbiased review of Practifi. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.