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What is Practifi?

"We're more than a CRM; Practifi is the business management platform powering growing financial advice firms around the world. Bring your business together with Practifi."

Practifi is the business management platform powering growing financial advice firms around the world by unifying and simplifying operations. Secure, reliable and massively scalable, Practifi's well-designed platform helps firms unlock new insights, manage their pipeline, monitor compliance and build deep client relationships.

Practifi allows various members of the firm to view assigned clients, key dates, tasks, and workflows unique to each team member based on his or her role. The 360 View and live feed keeps everyone on top of ongoing service commitments, interactions, key dates, revenue, affiliated client entities and more. Segment and manage client lists with extreme precision; Practifi allows your firm to organize client information in a way that works for you. Plus, with our unique relationship view, firms can easily view relationships between clients and client entities, which enables you to identify influencers and new business opportunities.

Practifi scored 88/100 in the Financial Services category. This is based on user satisfaction (100/100), 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

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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

Practifi FAQs

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/Principal
  • Financial Advisors
  • Support Staff
  • Operations

Does Practifi integrate with any other apps?

Our open platform is capable of integrating with a variety of existing business tools via our API.

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 a knowledgebase with how-to documentation, admin guides, and an ideas community where client-led continuous innovation really shines.

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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