"Practifi is the business management platform powering growing financial advice firms around the world. Grow your value and build better client relationships with Practifi."
Your CRM is important, but it's just one piece of the puzzle. Today's wealth management leaders need access to real-time data on every aspect of the business.
RIAs, IBDs and MFOs now have an exciting alternative to their existing CRM.
Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need to scale.
Practifi combines clients' financial goals, risk profile, cashflow, assets, debt and insurances into a single, integrated view. All while helping you unlock new insights, manage your pipeline, simplify compliance and build better client relationships.
Whatever your growth story, Practifi helps you by:
- Supporting the growth of your team as you scale
- Delivering efficiency through automation to grow margin
- Identifying opportunities to grow client wallet share
- Extending your reach by growing centers-of-influence
- Growing the wealth of your clients
Visit us at www.practifi.com to learn more.
Regional Restrictions: Australia, New Zealand, United States
Yes, our client's success is at the core of everything we do. When you sign on with us, you'll receive premium support with a dedicated Client Success Manager and Solution Engineer looking after your implementation and ongoing training. We also provide a support portal containing how-to documentation, admin guides, and an ideas community where client-led continuous innovation really shines.
Practifi is commonly used alongside:
Users of Practifi typically include:
Our open platform is capable of integrating with a variety of existing business tools via our API. As a Salesforce ISV Partner, we also connect seamlessly with 3000+ apps made available through the Salesforce Appexchange.
Yes, Practifi has multi-user (teams) capabilities.
Practifi is a business management platform, as it allows users to go beyond the constraints of a traditional CRM. Practifi is used as a "single source of truth" for client records and interactions, as it unifies disparate systems for easier business management and streamlined operations. Clients also leverage the workflow automation tools, centers-of-influence insights, pipeline management capabilities, and the 360-view of client interactions.
Yes, Practifi offers an API.