Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning performance optimization platform for RIAs, broker-dealers and enterprises.
Today’s wealth management firms rely on a number of critical software platforms to provide excellent client service. However, when these software systems don’t ‘speak’ to each other, important client data becomes isolated in separate platforms. As a result, business efficiency stalls, client relationships suffer and businesses struggle to scale.
Practifi’s product suite solves this problem by providing a single, unified workspace for every role in your firm. Bespoke apps for advisory, client service, compliance, business development, management and marketing teams help cut down the noise and display the information relevant to each team.
Leverage our open API and integrations with industry-leading technology providers like Addepar, Orion, Schwab, Xplan and Microsoft to build the ideal tech stack for your firm. With rich client views, intelligent automation, advanced analytics and a user-friendly platform, Practifi helps firms scale sustainably, build better client relationships and achieve peak performance.
We believe that partnership means more than just picking up the phone when something goes wrong. Our team is wholly committed to working closely with you to understand your pain points and goals to find the solutions you need — or build them if they don’t exist.
Visit us at www.practifi.com to schedule a demo.
Awarded the Quality Choice Award
Awarded the Happiest Users Award
Practifi currently scores 88/100 in the CRM category. This is based on user satisfaction (96/100), press buzz (38/100), 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? |
Regional Restrictions: Australia, New Zealand, United States
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in April 2024.
This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...
FREE DOWNLOAD CRM-Software-Buyer-Guide-2018.pdfYes, 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.
