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Practifi

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Salesforce-based CRM purpose-built for wealth management firms

Financial CRM Software
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  • Deployment Cloud Based
  • Starting price Custom
  • Free trial Not offered
  • Best for SMEs, Enterprises

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

Practifi lists 8 documented features, including Role-based dashboards for advisors, compliance officers, and operations staff, Relationship intelligence highlighting referral opportunities and client milestones and Pre-built workflows for account opening and annual client reviews. The list below covers what the product does rather than how it is marketed.

  • 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

Practifi lists 2 plans without published figures. Pricing is quoted on request.

Base Platform Subscription

Custom

Up to 10 standard Salesforce licenses included

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Includes knowledgebase, support team, and PractifiU e-learning access; annual or quarterly billing

Additional Licenses

Custom

Per user

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Contact sales for per-user add-on pricing

Practifi Specifications

Practifi is available on web app and has iOS and Android apps. It offers an API.

Deployment
  • Cloud Based
Billing cycle
Yearly
Desktop
  • Web App
Mobile
  • iOS
  • Android
Languages
  • English
Built for
  • SMEs
  • Enterprises
Support
  • Email
  • Live Support
  • Training
  • Tickets
Integrations
Salesforce AppExchange ecosystem, Orion, Black Diamond, Addepar, Schwab, Microsoft Outlook
Public API
Yes
Free trial
No
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
practifi.com

Practifi Videos

Practifi Screenshots

Practifi screenshot 1

Practifi Comparisons

Side by side comparisons of Practifi against 3 other Financial CRM Software options listed here.

Practifi
Redtail CRM
VS
Practifi
Salentica
VS
Practifi
Salesforce Financial Services Cloud
VS

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Practifi FAQs

Practifi does not publish set pricing. Subscriptions are billed annually or quarterly and priced individually per firm; you must contact Practifi's sales team for a quote.

No, Practifi does not offer free trials. It instead provides guided demos and a consultative sales process.

PractifiU is Practifi's on-demand e-learning platform included with a subscription, offering role-specific video and interactive training for advisors, service staff, operations, and administrators.

Yes, Practifi runs on the Salesforce platform, which gives it enterprise-grade infrastructure and access to the wider Salesforce ecosystem.

Practifi is designed for Registered Investment Advisors and wealth management firms of varying sizes, from small teams to large enterprise organizations.