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What is Practifi?

"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 to learn more.

Practifi scored 91/100 in the CRM category. This is based on user satisfaction (100/100), press buzz (32/100), recent user trends (falling), and other relevant information on Practifi gathered from around the web.

The score for this software has improved over the past month. What is this?

Practifi Awards

Practifi Quality Choice Badge 2020 Practifi Happiest Users Badge 2020

Regional Restrictions: Australia, New Zealand, United States

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CRM Market Radar

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Practifi Product Overview

Languages: English
Regional Restrictions: Australia, New Zealand, United States

Practifi Features

  • 2-Factor Authentication
  • A/B Testing
  • Analytics
  • API
  • Batch Permissions & Access
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Keyword Tracking
  • Lead Management
  • Lead Scoring
  • Link Tracking
  • Marketing Automation
  • Multi-Currency
  • Multi-Site
  • Multi-User
  • Notifications
  • Referral Tracking
  • Scheduling
  • SEO
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • BitCoin
  • PayPal
  • Stripe
  • Sales Automation
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Practifi Pricing Plans

1 yr subscription

1 user(s) / month
  • Free upgrades
  • Knowledgebase access
  • Free onboarding
  • Annual health check
  • Technical configuration & ongoing training

Plans starting from: $120.00/month Credit card required: No

Practifi FAQs

Does Practifi offer guides, tutorials and or customer support?

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.

What are some applications Practifi is commonly used in tandem with?

Practifi is commonly used alongside:

  • Financial reporting platforms
  • Portfolio accounting platforms
  • Email & calendar tools
  • Marketing platforms

Who are the main user groups of Practifi?

Users of Practifi typically include:

  • Owner/Principals of RIA's, IBD's, or similar
  • Financial Advisors
  • Operations
  • Information Technology (IT)
  • Support Staff

Does Practifi integrate with any other apps?

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.

Does Practifi offer multi-user capability (e.g. teams)?

Yes, Practifi has multi-user (teams) capabilities.

What is Practifi generally used for?

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.

Does Practifi offer an API?

Yes, Practifi offers an API.

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